Month: September 2016

Risk & Professional Standards (R&PS) Update

  Directors of Storm Financial found to have breached their duties under the Corporations Act The Federal Court has found that the directors of Storm Financial, Emmanuel and Julie Cassimatis, breached their duties as directors. The Court also found that Storm Financial provided inappropriate advice to certain investors. Since around 1994, Storm Financial operated a […]

PARAPLANNING UPDATE

Updated Templates Please note that all of the Madison Advice templates on CoMetrix and also in Xplan and Coin have been updated for the following: New Sydney office address New FSG Version 27 Removal of association with Wealthdirect   Paraplanning Request Form   An updated Paraplanning Request Form has also been loaded in the Cometrix […]

Madison Confidential

Madison 2016 Social Calendar 1st November – Melbourne Cup Luncheon 9th December – Annual Adviser Drinks   Reasons to celebrate A very Happy Birthday to all our September babies!! David Chapman of Christies Accountants Viv James of Halcyon Wealth Advisers Alan Oakley of CG Wealth Kate Piddington of Ironbark Wealth Advisers Garry Moore of Beau […]

PHAROS CONFERENCE 2016 – Sold Out, record numbers!

We have really stepped up to the plate this year pulling superior speakers, bigger numbers and a better venue allowing us to go above and beyond our previous conferences. Our illustrious speakers are; Steve Vamos Holly Ransom, Dr Jason Fox Dr John Edwards Carol Austin And of course Kylie Sprott our MC and highly accomplished […]

Heart of Harts

Dear All, During the course of this week a major event occurred that should give us each cause for review. ASIC’s long drawn out civil proceedings against the Storm Financial Directors – Emmanuel and Julie Cassimatis, reached a Federal Court ruling that they had breached their duties as Directors which in turn opened the path […]