Report Shweta Gupta - Financial Planner (Monash Tax Accounting Services Pty Ltd)

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Investment Leadership Awards 2020 | Highlights

The Financial Standard Investment Leadership Awards recognise investment strategies that showcase qualities investors are looking for in an investment manager. What makes these awards different from others? ... Watch video

Increased local, international demand drives practice valuations

18 June 2025, 12:30pm

The price multiples for financial planning practices have risen as much as 30% in the past 12 months, analysis shows. Read more

Firms rebuffing AFCA determinations should be named: FAAA, professional bodies

17 June 2025, 12:25pm

The Financial Advice Association Australia (FAAA) and four other professional bodies are urging the Australian Financial Complaints Authority (AFCA) to name and shame financial firms that fail to follow ... Read more

Inheritance dissatisfaction an advice opportunity: Report

12 June 2025, 12:26pm

Most high-net-worth (HNW) inheritors are unhappy with how they have used their inherited capital, presenting an opportunity for financial advisers. Read more

Link Wealth acquires boutique advice firm

6 June 2025, 12:40pm

Link Wealth's national expansion is continuing to progress, acquiring financial advice firm Xponential Advisory a few months after taking a majority stake in Sky Advisers. Read more

AIOFP, FAAA encouraged by first meeting with Mulino

6 June 2025, 12:33pm

Following their inaugural meeting with new financial services minister Daniel Mulino, the Association of Independently Owned Financial Professionals (AIOFP) and Financial Advice Association Australia ... Read more