Justin Bergman - Financial Advisor (Orion Private Wealth Management Pty Ltd)

Wealth management has never looked better: Knox

20 May 2025, 3:31pm

Appearing at the Stockbrokers and Investment Advisers Association (SIAA) conference this week, Otivo chair Ian Knox discussed the shifting nature of Australia's wealth management industry, saying he's ... Read more

Alternatives spark 'real' opportunities for HNW advisers

20 May 2025, 12:32pm

There are an increasing number of high-net-worth (HNW) investors using alternative assets to diversify, protect against inflation and lessen returns related to the public markets, with Praemium saying ... Read more

Advice bodies want efficiency, long-term solutions from Mulino

14 May 2025, 12:51pm

Australia's top advice associations are eagerly anticipating meaningful and swift changes to take place under new financial services minister Daniel Mulino, optimistic that critical reforms in the Compensation ... Read more

Former financial adviser charged in alleged $160k super fraud case

9 May 2025, 12:40pm

Former financial adviser Abdullah Popal has been charged with alleged fraud offences in Sydney's north-west, accused of hoodwinking five individuals out of over $160,000 from their self-managed super ... Read more

Reducing super tax cap to $2m 'a concern': FAAA

9 May 2025, 12:32pm

The FAAA has voiced concerns over the Labor government's proposed superannuation tax, saying if they are negotiating with the Greens, a reduction in the cap to $2 million would be problematic. Read more