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Financial Planning
Friends With Money #155: The truth about financial advice
Is a financial advisor the missing piece to your financial puzzle, or is that an unnecessary cost? Jeremy Lack joins us on the Friends With Money podcast.
Aussies compensated for dodgy financial advice
The Compensation Scheme of Last Resort has made its first payments to four victims totalling more than $360,000, three of which related to bad financial advice.
AFCA to expel Dixon Advisory
The Australian Financial Complaints Authority is set to kick out Dixon Advisory in June, and will no longer accept victim complaints about the company.
Former adviser jailed, permanently banned for defrauding clients
Former Sunshine Coast financial adviser Brett Gordon diverted more than $650,000 of client funds to cover personal debts and expenses.
Financial adviser banned after faking her qualifications
ASIC has slapped a permanent ban on a financial adviser who doctored her exam certificate and continued to provide advice without the proper qualifications.
Retirement is harder without financial advice: Report
Australians who don't obtain financial advice in the lead up to finishing work are twice as likely to find retirement harder than anticipated compared to those who do, new research has revealed.
Cost of living pressures dampen retiree confidence
Two in three Australians over 60 are concerned about the impact elevated living costs will have on their financial position in retirement.
ASIC files contempt orders against repeat offender
ASIC has filed a contempt application in the Federal Court against former Wealth & Risk Management (WRM) director Joshua David Fuoco.
When is it time to see a financial planner?
Approaching retirement is often the trigger for Australians to seek financial advice, but engaging even earlier could pay off.
ASIC freezes assets of financial adviser turned comedian
A former financial adviser turned stand-up comic has had his assets frozen and been barred from leaving the country after ripping off clients to the tune of $750,000.
Money Newsletter
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