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‘High end of careless’: Wilsons Advisory pays $550,000 for market integrity rules breach
Financial Services 2023-02-03 11:51 pm By Cindy Cameronne

Wilsons Advisory and Stockbroking has paid a $548,328 penalty after the Australian Securities and Investments Commission found its reported Trade With Price Improvement products did not offer price improvement.

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ClearLoans agrees to $6M penalty in ASIC’s first COVID-19 case against lender
Financial Services 2023-02-02 3:19 pm By Sam Matthews

Personal lender ClearLoans and its parent company have agreed to pay penalties of just over $6 million to settle the first COVID-19 related case brought by the Australian Securities and Investments Commission.

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Crypto class action members ‘wholly unprotected’ by self-repped applicant, Meta says
Competition & Consumer Protection 2023-02-02 11:20 pm By Christine Caulfield

Arguing the interests of the self-represented applicant and group members are in conflict, Meta and Google are urging a court to shut down a class action accusing the digital giants of breaching competition law by banning cryptocurrency ads on their platforms.

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PwC partner denies involvement in alleged $3.3M fraud scheme
Employment 2023-02-02 2:12 pm By Sam Matthews

A PricewaterhouseCoopers partner has hit back at a lawsuit over her alleged involvement in a $3.3 million scheme to defraud her husband’s employer, saying she believed payments into her account were made under a personal loan brokered by her husband from a “wealthy friend” in China.

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Class action funder’s son drops appeal of ruling linking him to Banksia scam
Class Actions 2023-02-01 4:59 pm By Christine Caulfield

The son of the lawyer behind the Banksia Securities class action has effectively abandoned his appeal of a court judgment that found he knowingly and actively assisted his father in a fraudulent scheme to pocket almost $20 million in inflated fees and commission.

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Shaw & Partners conspired with defecting Fortrend advisors to steal clients, suit says
Employment 2023-01-31 5:13 pm By Sam Matthews

Stock broker Fortrend Securities has filed a suit alleging wealth manager Shaw & Partners sent unsolicited welcome letters to clients as part of a scheme involving two former advisors.

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SMBC mulls new claims in $34M lawsuit over Forum Finance receivables
Financial Services 2023-01-31 3:34 pm By Cindy Cameronne

Japanese bank SMBC has foreshadowed an application to add claims against Humm Group after the fintech’s subsidiary allegedly misled the bank about receivables under contracts forged by a Forum Group entity.

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Financial planner pleads guilty to dishonesty on eve of criminal trial
Financial Services 2023-01-25 11:38 pm By Christine Caulfield

Melbourne stockbroker Bradley Grimm has pleaded guilty to charges of dishonesty following an investigation alleging Grimm — whose wife is a former ASIC employee — fleeced funds from clients.

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Companies hit with $150,000 penalty for failing to cooperate with AFCA
Financial Services 2023-01-24 6:08 pm By Sam Matthews

Two home finance companies and their father-son directors have been hit with $150,000 in penalties after a judge found they failed to cooperate with the Australian Financial Complaints Authority in an ASIC enforcement action and subjected AFCA staff to “inappropriate and unprofessional behaviour.”

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Thomson Geer snags Finlaysons partner for banking practice
Financial Services 2023-01-24 10:00 am By Cindy Cameronne

Thomson Geer has lured a long-standing partner from Adelaide firm Finlaysons to lead its banking and finance team after its former banking head partner decided to end his 40-year stint with the firm.

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