FoFA

When Self Managed Super Funds Go Wrong!

When Self Managed Super Funds Go Wrong!

The Australian housing market is currently in a time of downturn, dropping 4.8% in the last year. In context, that’s the most significant fall since the Global Financial Crisis. While a slip in the market will affect many homeowners to some degree, those who have purchased investment property through a self-managed super fund (SMSF) may be especially at risk.

ASIC bans financial adviser for 4 years

ASIC bans financial adviser for 4 years

ASIC has banned financial adviser Mr Graeme Ashley Cowper, of Oatley, NSW, from providing financial services for 4 years after an investigation found he was not adequately trained or competent to provide financial services.


Fees for No Service

Fees for No Service

The Royal Commission is gaining a lot of momentum due to the misconduct by financial advisors around Australia. Our consumer advocate Bernie Ripoll is here to discuss the Royal Commission and what to do in the case that you were charged “fee’s for no service.” 

ASIC bans former Suncorp Financial Services financial adviser for four years

ASIC bans former Suncorp Financial Services financial adviser for four years

ASIC has banned Queensland financial adviser Gerald Grubwinkler from providing financial services for four years. ASIC found that Mr Grubwinkler failed to act in his clients' best interests when providing advice on superannuation and insurance.

Banking Royal Commission - Making a claim and FOS

Banking Royal Commission - Making a claim and FOS

Hon. Bernie Ripoll, Consumer Advocate for Financial Rescue explaining the Financial Ombudsman Service as the Royal Commission starts its inquiry into financial advice. #banksRC

MEDIA RELEASE: How To Check You Financial Advisors Credentials

Banking Royal Commission wastes no time to highlight extend of problems with banking and the advice sector. 

ASIC bans former Commonwealth Financial Planning adviser for 5 years

ASIC bans former Commonwealth Financial Planning adviser for 5 years

ASIC has banned Kimberley Holgate, of Wagga Wagga, NSW, from providing financial services for five years.

MEDIA RELEASE: Royal commission not the answer to recovering lost investments

MEDIA RELEASE: Royal commission not the answer to recovering lost investments

The Turnbull government’s Royal Commission is putting the financial services industry under the spotlight, with many people wondering what to do if they have been a victim of bad financial advice. 

MEDIA RELEASE: What To Expect From Your Financial Planner

MEDIA RELEASE: What To Expect From Your Financial Planner

With the Royal Commission into the banking sector confirmed, it’s refreshing to know some financial industry professionals still put their clients’ interests first.

ASIC bans Victorian financial adviser for three years

ASIC bans Victorian financial adviser for three years

The Australian Securities and Investments Commission (ASIC) has banned financial adviser Julie Hamilton from providing financial services for three years for failing to act in her clients' best interests.