Zoe Morris - Senior Financial Adviser (Perpetual Trustee Company Limited)

Advised clients more satisfied despite heightened costs: Report

25 August 2026, 12:04pm

A new report highlighting the value of financial advisers indicates clients are even more satisfied despite a higher cost of seeking advice. Read more

First Guardian victims advance in case against InterPrac

21 August 2026, 12:45pm

The Federal Court has forced InterPrac Financial Planning to pay two victims of the First Guardian Master Fund that collectively lost a total $465,000. Read more

Frontier Advisers brings Segal Macro, LCP partnership to close

20 August 2026, 12:06pm

Frontier Advisers, Segal Marco Advisers and Lane Clark and Peacock (LCP) have decided to bring their Global Investment Research Alliance (GIRA) to a close, after 13 years of partnership. Read more

Mulino brings New Class of Advisers to life, guarantees fairer CSLR funding

19 August 2026, 12:35pm

Assistant treasurer Daniel Mulino will forge ahead with the New Class of Advisers (NCAs) as part of highly anticipated Delivering Better Financial Outcomes (DBFO) reforms and laid out a blueprint of how ... Read more

Mulino unveils sweeping reforms to cold calling, MISs

19 August 2026, 12:30pm

The government will enforce sweeping reforms around cold calling, predatory superannuation switching and managed investment schemes in the wake of the Shield and First Guardian Master Fund collapses ... Read more