/ February 2026 - Carisma Solutions Blog
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When most people think of accountants, the first image that comes to mind is someone buried in spreadsheets, juggling receipts, or crunching numbers for tax season. But today’s accountants are nothing like that. They’ve stepped out from behind the desk and into the boardroom, becoming trusted ad ...
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In Australia’s regulated financial advice landscape, licensees are at the heart of compliance and governance. While advisers deliver advice, licensees hold ultimate legal responsibility under the Australian Financial Services (AFS) licence regime.This responsibility spans:Gove ...
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Every day, financial planners manage data worth millions—from personal identities and tax details to investment portfolios. But with this responsibility comes risk. Cyberattacks targeting financial advisers are on the rise, and even a single breach can damage client trust, disrupt op ...
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