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Showing 141 - 149 of 149 results for "Financial Wisdom"

Fin Wis restructures head office roles

Adviser group Financial Wisdom has enacted a series of changes to its head office staff and introduced Practice Development Consultants (PDC) to the group and appointing an manager to oversee its business alliances. Recent recruit to the group Greg ...

Hillross gives Perpetual International the thumbs-up

... global pool of funds," Lynch says. The Perpetual International share fund is now on the approved list of Count, Financial Wisdom, Genesys, PIS and Hillross. "Investors are looking for high-conviction portfolios which focus on investment risk rather than ...

ASIC rubs out financial planner for two years

... will not comply with these laws in the future. Rosewell's misconduct occurred when he was a representative of Financial Wisdom Limited between July 1992 and July 2004, operating under his own business Financial Foundations. His licence was revoked by ...

FPA releases draft conflict of interest guidelines

... splits and Buyer of Last Resort (BLR) practices to ensure they were transparent. "In one of our dealer groups [Financial Wisdom] we do have preferential splits and we are looking at that with a view to removing it," Commonwealth Bank general manager ...

Direct super sales site launched by advisers

... for employees. The site is an arm of Wiseman Financial Services, a Wollongong based planning group within the Financial Wisdom network owned and operated by DSF directors John and Tyrone Wiseman. While Wiseman Financial Services is part of the Financial ...

Eight year gaol sentence for former financial adviser

... Services and a licensed financial adviser. He was also an authorised representative of Apogee Financial Planning, Financial Wisdom, Matrix Planning Solutions and Garrisons from 1995 to 2002. Higgins defrauded nine clients of Macquarie Towns between December ...

Investors win damages case for bad advice

AAP | WEDNESDAY, 30 JUN 2004

... yesterday in the Victorian Supreme Court, Justice Phillip Mandie found Commonwealth Bank securities licensee Financial Wisdom was liable for negligent advice. The judge adjourned the case until 23 July for a directions hearing. Final submissions concerning ...

CBA expands adviser support for Financial Wisdom

... significantly expanded its Adviser support package, consisting of new and improved service offerings for 400 of its Financial Wisdom Financial Planners. CBA said the initial Adviser support package consists of a range of new and upgraded software support ...

CBA announces senior appointment to investment and insurance services

... relationships with its customer base and expand the deep and diverse capabilities that exist across the Bank and Financial Wisdom financial planning". CBA group executive, investment and insurance services, Stuart Grimshaw welcomed Mr Himbury as a valuable ...

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Brookfield Oaktree to further democratise alternatives in Australia

ANDREW MCKEAN

Local investors will get access to Brookfield Oaktree Wealth Solutions' global private credit strategy later this year, with plans to launch it as a unit trust.

Retail funds drive down admin fees: KPMG

KARREN VERGARA

Expensive retail superannuation funds have finally become competitive with industry funds after bringing down their administration fees, a new analysis by KPMG shows.

DWS names APAC chief investment officer, real estate

JAMIE WILLIAMSON

DWS appointed Matthias Naumann as chief investment officer, real estate in Asia Pacific as a sign of its ambitions in the region.

Employees will quit on full return-to-office orders: Survey

KARREN VERGARA

Financial services professionals will threaten to quit if they are forced to go into the office five days a week, a Robert Walters survey finds.

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