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Former dealer group Libertas seeks to exit EDR scheme

Former dealer group Libertas seeks to exit EDR scheme
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Robert Marie , Sterling Corporate Services , Australian Financial Complaints Authority , Sterling Income Trust , Sterling Investment Group , Libertas Financial Planning , Sequoia Financial Group , Interprac Financial Planning , Sequoia Wealth , Sterling Investment , Sterling New Life Lease , Theta Asset , Sterling First , Federal Court , Western Australia , Corporations Act ,

Adviser numbers stable at 15,650

The financial advice industry started the new year with 15,650 advisers, holding relatively steady compared to this time last year. ....

Sarah Abood , Financial Advice Association Australia , Hayne Royal Commission , Financial Services , Wt Financial Group , Alliance Wealth , Adviser Register , Interprac Financial Planning , Charter Financial Planning , Consultum Financial Advisers , Lifespan Financial Planning , Ord Minnett , Synchron Advice ,

Sequoia's adviser network grows amid fallen results

The firm’s licensee services business was a “standout” despite weaker results in FY23, says CEO Garry Crole, with attracting existing advisers a key focus in this financial year. ....

Garry Crole , Martin Morris , Sequoia Financial Group , Centrepoint Alliance , Libertas Financial Planning , Interprac Financial Planning , Sequoia Wealth Management , Wealth Data , Lifespan Financial Planning ,

Sequoia liquidates Libertas Financial Planning

Libertas Financial Planning is in the process of liquidation, a decision made by parent company Sequoia Financial Group four years after it was acquired. ....

Garry Crole , Justin Harding , Martin Morris , Jonathan Trapnell , Ezzat Daniel Nesseim , Mark Hutchison , Australian Financial Complaints Authority , Sequoia Financial Group , Libertas Financial Planning , Interprac Financial Planning , Sequoia Wealth Management , Daniel Nesseim , Euree Asset Management , Castle Corporate , Castle Legal ,

Libertas Financial Planning in the process of liquidation

The financial advice dealer group is in the process of liquidation and deregistration, Sequoia has confirmed, as the parent company seeks to achieve operational and cost synergies. ....

Garry Crole , Sequoia Group , Sequoia Financial Planning , Libertas Financial Planning , Interprac Financial Planning , Sequoia Wealth ,