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AML/CTF Compliance Reviews: Is your reviewer independent?

In early 2018, the AML/CTF Rules were updated to define what is meant by the ‘independen...

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PC Proposal to Require ‘Serious Documentation’ from SMSF Advice Firms

While the Productivity Commission’s proposal to extend the product design and distributi...

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ASIC’s Regulatory Levies have been Released – What are you Required to Pay?

ASIC have released actual levy amounts for the 2017-18 financial year. ASIC regulated enti...

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Available Now: Footage from this Year’s Finance Magnates London Summit

The Finance Magnates London Summit was held on the 13 and 14 November 2018. Sophie Gerbe...

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Seahorse Finance Obtains Credit Providing Licence

Sophie Grace assisted Seahorse Finance Pty Ltd (“Seahorse Finance”) to vary their exis...

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Updates to the Professional Standards Reform are Coming – Are you Prepared?

We are very quickly moving towards the commencement of the financial advisor professional ...

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Sophie Gerber – Director

Welcome back to Meet the Team Monday. Today we introduce you to the one and only… Sop...

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