PERTH

Financial planning

A Perth adviser who stole over $1 million from his clients has received a jail sentence in Perth District Court today, with the judge reprimanding his lack of remorse for...

Financial planning

A Perth financial planning firm has pleaded guilty to three charges of dishonest conduct by falsifying information on client insurance forms....

Financial planning

A former Perth financial adviser has been sentenced for making unauthorised client transactions and engaging in dishonest conduct....

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Financial planning

A former Perth financial adviser has been sentenced after dishonestly obtaining over $35,000 from his clients’ superannuation. ...

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People & Products

The boutique strategic, investment and tax advisory firm has appointed Katie McDonald as director of advisory and manager of their recently-opened Perth office....

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Financial planning

A former financial adviser has pleaded guilty to providing a financial service on behalf of a person who carries on a financial services business while unauthorised to do...

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People & Products

BetaShares has opened an office in Perth with former financial planner, Brendan Prowse, leading its distribution efforts in Western Australia. ...

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Funds management

Invesco Real Estate has acquired a 50% interest in Perth’s project from global alternative asset manager, Brookfield Asset Management....

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Funds management

Charter Hall Direct’s PFA Fund has acquired a 50 per cent interest in Brisbane and Perth office buildings leased to state governments....

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Financial planning

Praemium has signed Perth-based financial planning and investment manager Merchant Group as its first client for a new administration service....

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Life/Risk

Investors who back Perth’s CBD office market are in line for strong rents over the next 10 years, according to property group, JLL....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 2 weeks ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 days 13 hours ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

4 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

1 week ago