Rodney Tate - Director, Financial Adviser (Tate Financial Planning Pty. Ltd.)

Centrepoint Alliance acquires two advice firms

1 June 2026, 12:16pm

Centrepoint Alliance will acquire Queensland financial advice practices Cairns Wealth and Pinnacle Wealth for $3 million from Astute Financial Management. Read more

Small pocket of failed measures can 'blow the entire business': Anderson

29 May 2026, 12:31pm

FAAA general manager of policy, advocacy and standards Phil Anderson warned licensees to improve their control measures for authorised representatives to avoid any unintended consequences. Read more

AFCA puts InterPrac determinations on ice

29 May 2026, 8:21am

The Australian Financial Complaints Authority (AFCA) is pausing all InterPrac Financial Planning-related determinations as court proceedings instigated by the latter are underway. Read more

More advisers go self-licensed to avoid associative risks

28 May 2026, 11:38am

An industry expert said financial advisers are increasingly moving towards a self-licensed model to gain better control of their business, while avoiding the risks of operating under large dealer groups. Read more

FAAA pushes for 'fundamental' changes to CSLR

26 May 2026, 12:36pm

The Financial Advice Association of Australia (FAAA) is pushing for "fundamental changes" to how the Compensation Scheme of Last Resort (CSLR) is funded, arguing it would be detrimental to financial advisers ... Read more