All Articles tagged with 'Matthew Esler'

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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 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

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

Escalating fees puts advice out of reach for most Australians

From Padua Solutions

The cost of providing financial advice and associated documentation continues to rise, contributing to the rapidly increasing cost of financial advice for Australians, according to the Padua Advice Fee Data

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24 Oct 2022

Count Financial improves practice efficiency using ROA technology from Padua

From Count Financial

Count Financial has approved the latest DIY Advice technology from Padua Solutions for its adviser network, which will reduce the time taken to produce a Record of Advice (ROA) to

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09 Sep 2022

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]