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Showing 1 - 10 of 42 results for "ANZ Financial Planning"

Zurich adds to leadership team

JAMIE WILLIAMSON  |  WEDNESDAY, 18 NOV 2020
... and head of Zurich Propositions, he held a range of roles over his 11 years with ANZ including head of ANZ Financial Planning. Meanwhile, Allianz Retire+ executive Jacqui Lennon will join the insurer in the New Year as head of customer and digital. She ...

ANZ Australia risk chief exits

JAMIE WILLIAMSON  |  FRIDAY, 28 FEB 2020
... Commission in April 2018 and was questioned over a compliance audit of three of ANZ's financial advice groups - ANZ Financial Planning, RI Advice and Millennium3. The audit found 5% of advice provided did not meet the best interests duty and also that ...

ANZ changes advice model, cuts Prime Access

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2019
... The big four bank announced it will change the way it provides ongoing financial advice to customers via ANZ Financial Planning. As of today, the Prime Access financial advice service will no longer be offered to new customers and will be phased out ...

Life insurers admit to misconduct: Royal Commission

HARRISON WORLEY  |  MONDAY, 10 SEP 2018
... directed towards the products of aligned insurers. The commission heard that between 2014 and 2018, 26% of the ANZ Financial Planning APL consisted of OnePath products, yet 88% of new insurance premiums paid in 2014 were paid in respect of OnePath products. ...

ANZ culls sales incentives for planners

KANIKA SOOD  |  MONDAY, 7 MAY 2018
... included in the 1H17 results, strengthening of claims provisioning in 1H18 and lower new business volumes in ANZ Financial Planning. The bank is also offering a no-cost advice review to all its financial planning customers who "may have concerns about ...

IOOF flags ANZ Wealth results ahead of acquisition

ALEX BURKE  |  WEDNESDAY, 2 MAY 2018
... included in the 1H17 results, strengthening of claims provisioning in 1H18 and lower new business volumes in ANZ Financial Planning. Average funds under advice in ANZ Financial Planning dropped by 2% on the prior corresponding period to $10.6 billion. ...

RECAP: Advice in the Royal Commission spotlight (Days 6- 9)

KANIKA SOOD  |  FRIDAY, 27 APR 2018
... advisers a bonus every six months if they outperformed revenue targets. To be eligible for these bonuses, ANZ Financial Planning (AFP) advisers had to meet "certain hurdles" such as passing audits, completing mandatory compliance training and meeting ...

ROYAL COMMISSION: Our top stories

JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
... advice practices has exposed ANZ's difficulty in aligning its systems, processes and procedures across ANZ Financial Planning (AFP) and three of its aligned dealer groups: RI Advice, Millennium3 and Financial Services Partners.

ANZ blames systems for inadequate controls: RC

KARREN VERGARA  |  MONDAY, 23 APR 2018
... advice practices has exposed ANZ's difficulty in aligning its systems, processes and procedures across ANZ Financial Planning (AFP) and three of its aligned dealer groups: RI Advice, Millennium3 and Financial Services Partners. ANZ chief risk officer ...

Vertically integrated institutions failing to manage conflicts of interest

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2018
... reviewed by ASIC were AMP Financial Planning; Charter Financial Planning; Millennium 3 Financial Services; ANZ Financial Planning; Count Financial; Commonwealth Financial Planning; GWM Adviser Services; NAB Financial Planning; Securitor Financial Group ...
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