Green Leaf Wealth Pty Ltd (Sydney)

12 February 2025, 12:42pm

A financial adviser who provided "incompetent" SMSF advice has been barred from practising in the industry for two years by the Financial Services and Credit Panel (FSCP). Read more

Government to scrap advisers' approved qualifications list

10 February 2025, 12:17pm

The federal government is backtracking on one key financial adviser education requirement by scrapping the list of approved qualifications and proposing to allow any bachelor's degree or higher. Read more

Independent financial planning boutique opens in Brisbane

7 February 2025, 4:52pm

Rebecca Scarrabelotti, formerly of Morgans Financial, has opened an independent financial planning boutique - Brisbane Independent Financial Advisory. Read more

intelliflo releases trust modelling capabilities for advisers

7 February 2025, 3:11pm

intelliflo, a cloud-based technology solution, has released trust modelling capabilities to its intelliflo office - a business management system - for financial advisers. Read more

AMP launching 'market first' digital advice solution for super members

7 February 2025, 12:29pm

AMP is rolling out a new digital advice solution, in partnership with Bravura, providing its super fund members with retirement guidance. Read more