Banyan Tree Investment Group Pty Ltd61 2 9696 8163 | https://banyantreeinvestmentgroup.comBCA Research61 2 8249 1867 | www.bcaresearch.comBlue Oceans Capital1300 910 445 | https://blueoceans.com.auBondAdviser Pty Ltd61 3 9670 8615 | www.bondadviser.com.auBondIncome1300 784 132 | https://bondincome.com.auBrad Matthews Investment Strategies61 2 9528 9863BTIG Australia Limited61 2 8028 9700 | https://www.btig.comPAGE: 1 |
Latest News
ASIC funding levy to charge advisers $46.2m
The financial advice sector can expect to contribute $46.2 million to ASIC's industry funding levy for the 2025 financial year, new estimates show.
ASIC releases new relief for reportable situations regime
ASIC has provided AFSLs new reliefs to help them manage the reportable situations regime, which includes extending the length of investigations reportable from 30 days to 60 days.
TA Associates invests in Viridian Financial Group
TA Associates announced it will make an undisclosed investment in Viridian Financial Group to help the latter accelerate its next phase of growth.
Shaw and Partners splashes $63m for New Zealand expansion
Shaw and Partners Financial Services, a subsidiary of EFG International, has acquired a 75% stake in Auckland-based Investment Services Group (ISG) for NZ$67.5 million ($62.5m).
Further Reading
Cover Story

Moving mountains
MAGDELINE JACOVIDES
FOUNDER & FINANCIAL PLANNER
MAZI WEALTH
FOUNDER & FINANCIAL PLANNER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.