Financial planning is an essential aspect of managing a successful business. It provides a roadmap for achieving financial goals, managing resources effectively, and ensuring long-term sustainability. By creating a well-structured financial plan, businesses can effectively navigate through various economic scenarios and make informed decisions that contribute to their overall success. This article will explore into […]
Principal of Sherwin Financial Planners charged with fraud
Principal of Sherwin Financial Planners charged with fraud Bradley Thomas Sherwin, Chairman of Wickham Securities Limited and Principal of Sherwin Financial Planners Pty Ltd, faced court today charged with various fraud offences following an investigation by ASIC. Mr Sherwin, 60, of Everton Hills, Queensland appeared in the Brisbane Magistrates Court charged with 33 counts of […]
Tax agent slammed for referral to financial planner
In the recent case involving the old employee share scheme rules, it came to light that the taxpayer ( referred to as the ‘applicant’ below) had gone to his tax agent for advice, but the tax agent( who did not have sufficient experience in the area) had referred him to a financial planner. Looks like […]