All Articles tagged with 'Paul Rogan'

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Fourth Line restructures leadership team to execute new technology roadmap to AI

From Fourth Line

Fast-growing Regtech, Fourth Line, has undertaken a strategic leadership transition to expedite its goal of fully automating the financial advice assurance process, while simultaneously maintaining the company’s robust sales growth.

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26 May 2023

Household Capital acquires government home equity scheme specialist Pension Boost to lead the Australian home equity retirement funding sector

From Household Capital

Household Capital has announced its acquisition of an innovative home equity access start-up, Pension Boost. Pension Boost takes the hassle out of the process of accessing the HEAS with Centrelink

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05 Dec 2022

Federal Budget and seniors: PLS changes are welcomed

From Pension Boost

Major enhancements that Pension Boost has been advocating for will be made to the Pension Loans Scheme (PLS) from 1 July 2022. A No Negative Equity Guarantee will apply to

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13 May 2021

Pension Boost questions Income Review report outcomes

From Pension Boost

The founder of a retirement specialist that assists seniors to access the Government’s reverse-mortgage solution (known as the Pension Loans Scheme) hopes that the Retirement Income Review leads to more help for

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15 Mar 2021

With 700 new retirees each day, where will their income be found if not ‘rich’?

From Pension Boost

An increasing number of retirees – many of whom were not financially prepared when they stopped working – are seeking ways to live in their homes and find other sources

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08 Mar 2021

Pension Boost Negative Equity Guarantee Petition has 600 retirees signed up

From Pension Boost

Pension Boost has a petition running to bring the government’s reverse mortgage solution known as the Pension Loans Scheme (PLS) into line with regulations that have applied to commercial reverse

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04 Mar 2021

Self-funded retirees 10% of PLS reverse mortgages

From Pension Boost

Pension Boost is originating around 10 per cent of its government-run Pension Loans Scheme (PLS) reverse mortgages with self-funded retirees since the reforms were introduced in July 2019. The changes,

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25 Feb 2021

Downsizing is not for every retiree

From Pension Boost

With around 76% of all seniors owning their property outright there is an opportunity to downsize but it is no ‘silver bullet’ solution. Even though the recently announced Retirement Income Review was

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30 Nov 2020

George Zielinski appointed to Equity Trustees super boards

From Equity Trustees

Australia’s leading trustee company Equity Trustees has announced the appointment of George Zielinski as an independent director to the Group’s two superannuation Boards, being Equity Trustees Superannuation Limited (ETSL) and

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08 Jul 2020

Equity Trustees appoints new director to Super Board

From Equity Trustees

Australia’s leading trustee company Equity Trustees has announced the appointment of Paul Rogan as an independent director to the Equity Trustees Superannuation Limited Board (ETSL). Equity Trustees’ Managing Director, Mick

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18 Sep 2019

Earn CPD Points

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 [...]