Michael Bailey - Director (Point to Point Finance Pty Ltd)

AZ NGA practices merge on road to 'super firm'

26 March 2025, 12:04pm

Eureka Whittaker Macnaught (EWM) and Foster Raffan iPlan have merged to form a large, multi-disciplinary firm serving around 2500 clients. Read more

DBFO reforms package 'pretty disappointing': FAAA

25 March 2025, 12:50pm

The Financial Advice Association Australia (FAAA) has come out swinging against Treasury and its second tranche of draft Delivering Better Financial Outcomes (DBFO) reforms, saying it can't support them ... Read more

My Dealer Services partners to enhance adviser education

25 March 2025, 11:46am

The Sydney-based firm has secured access to Colonial First State's (CFS) FirstTech division for the more than 400 financial advisers within its network. Read more

Tranche 2 of DBFO dumps SOAs, enables 'nudges'

21 March 2025, 6:00pm

The long-awaited Tranche 2 of the Delivering Better Financial Outcomes draft package has been released, switching Statements of Advice for Client Advice Records and clarifying what topics super funds ... Read more

Tranche 2 is coming before the election: Jones

19 March 2025, 12:45pm

Assistant Treasurer and Minister for Financial Services Stephen Jones has confirmed Tranche 2 of the DBFO reforms will be released ahead of the election. Read more