Report Alex Berlee - Director (AGS Financial Group Pty Limited)

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2019 Rainmaker SelectingSuper Awards

Fund of the Year AustralianSuper Best in Show - MySuper Lifecycle Sunsuper for life Best in Show - MySuper Product AustralianSuper Best in Show - Workplace UniSuper Best in Show - Personal AustralianSuper ... Watch video

CSLR levy underspend expected as claim processing slows

28 May 2025, 12:44pm

The Compensation Scheme of Last Resort (CSLR) is set to underspend its $24.1 million FY25 levy. Read more

Count Financial class action dismissed

28 May 2025, 8:28am

The Federal Court has dismissed a class action against Count Financial and determined the applicant will pay Count's costs. Read more

Industry groups hammer out guidance on tax-deductible advice fees

26 May 2025, 12:41pm

The Financial Advice Association Australia (FAAA), in consultation with leading accounting bodies, has released new guidance on tax-deductible advice fees. Read more

Cost-of-living, unaffordable advice fuels financial stress: Surveys

26 May 2025, 12:37pm

Even with more potential interest rate cuts in the works, Australians feel as though their financial situation is in dire straits as many struggle with the cost-of-living crisis and do not know the best ... Read more

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