Whiting Investment Advisors Pty Ltd (Montmorency)

AAT shortens financial adviser's five-year ban

1 July 2026, 12:23pm

Financial adviser Christian Henry has scored a partial win in reducing ASIC's five-year ban on providing personal financial advice to three years upon appeal. Read more

Nominations open for the 2026 Power50

25 June 2026, 12:20pm

Nominations for the 2026 Financial Standard Power50 are now open as we recognise the country's most influential advisers who continue to raise the standards for the profession and provide outstanding ... Read more

Advisers expect growth despite uphill challenges

25 June 2026, 12:07pm

Despite the current headwinds involving market uncertainties, rapid digitisation and the ageing population, financial advisers remain optimistic about what they can achieve over the next few years, a ... Read more

Diversa drags Praemium into First Guardian lawsuit

23 June 2026, 12:29pm

Praemium and its subsidiaries are now caught up in the ASIC-led First Guardian legal saga, having been thrown in the mix by Diversa Trustees. Read more

Poor succession plans expose advice firms to crisis events: Report

18 June 2026, 12:34pm

Most financial advice practices are ill-prepared to manage the sudden death or permanent disablement of a principal, according to new research, underscoring widespread gaps in succession and contingency ... Read more