News : Financial Advice

Business News, Financial Advice, Financial Planning

Findex adds specialist Adelaide firm

Findex has boosted its provision of SMSF advice in Adelaide with the acquisition of a specialist firm in that city.

Findex has boosted its provision of SMSF advice in Adelaide with the acquisition of a specialist firm in that city.

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AFCA, Financial Advice, Superannuation

AFCA complaints hit new record

Australian Financial Complaints Authority actions hit 100,000 for the third year in a row on the back of cost-of-living challenges.

Australian Financial Complaints Authority actions hit 100,000 for the third year in a row on the back of cost-of-living challenges.

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Financial Advice, Financial Planning

FSC wants more advice supervision

The FSC has called for increased regulatory supervision of the financial advice profession in a new white paper.

The FSC has called for increased regulatory supervision of the financial advice profession in a new white paper.

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Financial Advice, Financial Planning

Leadership and trust keys to success

Australian Mortgage and Financial Advisers has suggested advisers who focus on leadership and trust will be most likely to succeed.

Australian Mortgage and Financial Advisers has suggested advisers who focus on leadership and trust will be most likely to succeed.

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ASIC, Compliance, Financial Advice

Bans for two more former MWL advisers

Two more financial advisers who were authorised by MWL Financial Services have been banned for periods of three to five years.

Two more financial advisers who were authorised by MWL Financial Services have been banned for periods of three to five years.

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ASIC, Financial Advice, Financial Planning

Higher ASIC levy will jeopardise advisers

The FAAA is concerned the sector will be unable to service the 27 per cent increase per adviser in the annual ASIC levy for 2025/26.

The FAAA is concerned the sector will be unable to service the 27 per cent increase per adviser in the annual ASIC levy for 2025/26.

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FAAA, Financial Advice, Financial Planning

FAAA appoints new chair

TThe FAAA has appointed deputy chair and former AFA vice-president Michelle Veitch as its new chair to take effect in November.

The FAAA has appointed deputy chair and former AFA vice-president Michelle Veitch as its new chair to take effect in November.

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Financial Advice, Financial Planning

Future2 grant program open for 2026

The Future2 grant program, which lets financial professionals nominate community groups supporting financial well-being, has opened.

The Future2 grant program, which lets financial professionals nominate community groups supporting financial well-being, has opened.

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ASIC, Financial Advice, Financial Planning

ASIC advisory levies rise materially

The ASIC Cost Recovery Implementation Statement has outlined increases of more than 20 per cent for the majority of financial advisers.

The ASIC Cost Recovery Implementation Statement has outlined increases of more than 20 per cent for the majority of financial advisers.

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ASIC, Financial Advice, Financial Planning

FAR info failure leads to advice block

Around 130 advisers failed to provided ASIC with accurate qualification information, leading to one-fifth being unable to practice as a result.

Around 130 advisers failed to provided ASIC with accurate qualification information, leading to one-fifth being unable to practice as a result.

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