Peter Mulligan - Principal (Personal Wealth Creation Pty Ltd)

Centrepoint Alliance locks in hundreds of Brighter Super advice clients

23 May 2025, 12:40pm

Centrepoint Alliance, which entered into an agreement to acquire the advice book of Brighter Super, has confirmed that most eligible members opted to stay in the transition. Read more

Entireti, Otivo enter strategic alliance for digital advice

21 May 2025, 12:51pm

Entireti and licensed digital advice platform Otivo have partnered up to build a scalable, low-cost solution to "meet the needs of consumers across the advice continuum." Read more

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