SCOTT PHILLIPS

Financial planning

South Australia’s only reverse mortgage broker has transitioned to the Smooth Retirement name, joining the company which launched only nine months ago. ...

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People & Products

A former financial planner is heading up a new player which has entered the broking end of the reverse mortgage/equity release arena....

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People & Products

Montgomery Investment Management has appointed Michael Gollagher to the role of national account manager, responsible for the Queensland market....

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MARKET INSIGHTS

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

3 weeks 3 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 weeks 1 day ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

4 days 22 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days 2 hours ago