Australia pushes ahead with plans for degree qualified advisers Australia proceeds with plans for degree qualified advisers with the Australian government reaffirming plans to set up an industry body aimed at lifting the professional standards of financial advisers, confirming that all new advisers must have a university degree. Speaking in her new role …
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Yes, you can retire at 50 – here’s how Yes, you can retire at 50 – here’s how – Eight years ago, Judy Freedman’s husband died just before her 50th birthday. Within the next year, her two children moved out of the house for university and work. With so many big changes, Freedman …
Australians buy sterling to buy cheap UK property post Brexit Australian investors are parking funds in the UK to snap up cheap property deals, speculating Brexit will enable them to buy cheap UK property post Brexit Just hours before and after Brexit and as the sterling plunged, some Australian investors transferred money into the …
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Aussie regulator takes first-ever ‘best interests’ action Aussie regulator takes first-ever ‘best interests’ action – The Australian Securities & Investments Commission said it has launched its first-ever action against an advisory business for breaching the so-called “best interests duty” rule, introduced in 2013 under the country’s controversial Future of Financial Advice reforms. The company …
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Finalists revealed for ifa Excellence Awards 2016 Finalists revealed for ifa Excellence Awards 2016 – Some of Australia’s best non-aligned financial advice practitioners and businesses have been recognised as finalists in the prestigious 2016 ifa Excellence Awards. Sterling Publishing head of wealth Russell Stephenson, in conjunction with principal partner Colonial First State, has today …
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Critical illness cover: Advisers campaign in support of the forgotten insurance “Our most valuable asset is ourselves, and yet we’re so woefully poor about getting ourselves [properly] protected,” says Tim Searle, chairman of the Dubai-based wealth management firm Globaleye. Searle is addressing one of the topics he feels most passionate about, as a …
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Atlas expands to Singapore, appoints adviser Atlas expands to Singapore, appoints adviser – Advice practice Atlas Wealth Management has appointed Jarrad Brown as its Singapore-based specialist financial planner as part of plans to expand within the state. Mr Brown has been based in Singapore since mid-2013 and, along with being a financial planner, has …
Australia’s Atlas Wealth to establish Singapore outpost Australia’s Atlas Wealth to establish Singapore outpost – Atlas Wealth Management, a Queensland, Australia-based advisory business which specialises in looking after Aussie expats long-distance, is formally expanding into Singapore, with the hiring of Jarrad Brown to look after clients there as a specialist financial planner. Brown, who …
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Till death – or financial discord – parts you Till death – or financial discord – parts you – When Lana Axelrod and Alan Perlman got married in 2014, they were happy to merge their finances. “We have a similar approach to money management, our values are aligned, and we feel that marriage …
Reaching out to the Aussie diaspora: Part 1 Reaching out to the Aussie diaspora: Part 1 – There may be, as is estimated, a million Australians living overseas. But as yet, there are few specialist financial advisers to serve them, industry experts say. Despite their rarity, International Investment managed to track down three …
Atlas Wealth Group is a group of several organisations, each of which is a separate legal entity registered in the relevant jurisdictions in which they operate and licensed with their respective regulators.
Atlas Wealth Management Pty Ltd – ABN 98 152 187 098 – AFSL 471653
Atlas Wealth Management (DIFC) Limited – Regulated by the Dubai Financial Services Authority License No. F005228
Atlas Tax Pty Ltd – ABN 36 664 334 409 – Australian Tax Agent 26 202 536
Atlas Mortgages Pty Ltd – ABN 93 646 699 863 - Authorised Credit Representative 463430 of Mortgage Specialists Pty Ltd, Australian Credit Licence Number 387025
