Agate Financial Advisors Pty Ltd (Essendon)

Count shutters limited-advice business, slips in size ranking

5 June 2026, 12:34pm

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows. Read more

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