Senior Compliance Consultant, Assured Support
What kind of dance are you dancing? In 2013 Westpac conducted a marketing campaign to encourage customers of their related party, BT Funds Management Limited (BT) to roll over their external superannuation ...
Individuals like Melissa Caddick, Melinda Scott and Bernie Madoff, when first exposed, initially elicit expressions of shocked disbelief; quickly replaced by outrage, overreaction and their categorisation ... ...
As at 30 June 2020, the Australian Financial Complaints Authority (AFCA) had received 80,546 complaints, of which 78% were closed, and $258.6 million paid in compensation. Complaint areas and associated ... ...
A financial advice industry association, which had been vocal in boycotting the FASEA exam and fighting to retain life commissions, has shuttered.
The Australian robo advice industry has doubled its potential market size over the last two years, new research shows.
Lumiant has launched a free module for its adviser customers to enhance its fact find process by including a survey to understand clients' ideal outcomes.
A Melbourne-based financial advice firm has acquired a boutique investment consultant for an undisclosed amount.
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