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Everything from Padua Solutions

Padua appoints Anne-Marie Esler as non-executive director and industry engagement lead

From Padua Solutions

Padua Solutions has appointed joint founder, Anne-Marie Esler, as non-executive director and industry engagement lead, effective 1 January 2026. In her new role, Ms Esler will represent Padua across key

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02 Dec 2025

Padua Solutions and WealthX forge groundbreaking planner-broker integration to advance Australia’s future advice platform

From Padua Solutions

Padua Solutions, an innovation leader in financial advice technology and services has entered into a strategic investment and partnership with WealthX, an Australian fintech redefining digital connectivity between borrowers, brokers,

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05 Sep 2025

Padua Solutions strengthens data capability with acquisition of Wealth Data following successful capital raise

From Padua Solutions

Padua Solutions, a leading innovator in financial advice technology and services, has acquired Wealth Data, Australia’s premier provider of structured adviser and licensee data, superannuation and SMSF insights. The acquisition follows

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15 Jul 2025

Padua appoints Dimitri Diamantes as senior technical services manager

From Padua Solutions

Padua Solutions has appointed Mr Dimitri Diamantes to the newly created role of senior technical services manager, overseeing Padua’s technical capabilities across its software, services, research & data divisions. He

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20 Jun 2025

Padua Solutions and Finchley & Kent launch strategic partnership to transform adviser efficiency and growth

From Padua Solutions

Padua Solutions, a leading innovator in financial advice technology and services, have announced a strategic partnership with Finchley & Kent, an agile and disruptive full-service AFSL. This new alliance enables

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06 May 2025

Time for financial advisers to leverage the new oil

From Padua Solutions

Data is the new oil and has the potential to revolutionise the financial advice profession. It’s true value, however, can only be extracted by expert data management and a full

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16 Aug 2024

Perspective on long-term investing: questioning the ‘time in’ the market axiom

From Padua Solutions

Introduction In the world of investing, there is a long-standing debate between two strategies: timing the market and time in the market. Countless investors grapple with this dilemma. The conventional

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09 Aug 2024

Padua appoints Katie Cirjak as key accounts director

From Padua Solutions

Financial technology firm Padua has appointed Katie Cirjak as key accounts director. In the new role, Ms Cirjak is the lead point of contact on all key account matters, building strategic partnerships

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11 Jul 2024

ASIC may use AI to help with financial advice compliance monitoring

From Padua Solutions

Financial technology firm Padua predicts the corporate regulator ASIC could eventually use artificial intelligence (AI) in its compliance and audit checks of financial advisers as the use of AI applications

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18 Jun 2024

Financial plan a must despite removal of SoAs

From Padua Solutions

Removing lengthy Statement of Advice (SoA) documents does not mean that advisers no longer need to produce a financial plan and regularly review that plan, according to co-chief executive and

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04 Aug 2023

Earn CPD Points

CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]