Search Results | Showing 51 - 60 of 149 results for "Financial Wisdom" |
| | ... December 2015, prior to which he represented the now-defunct Genesys Wealth Advisers and the Commonwealth Bank's Financial Wisdom network. ASIC decided Atkins failed to act in the best interests of the clients as he had not identified the subject matter ... |
| | | ... Promontory Financial Group confirmed it has completed all assessments of Commonwealth Financial Planning and Financial Wisdom customers who requested an evaluation as part of CBA's Open Advice Review program; more than 8600 cases in total since its establishment ... |
| | | ... KordaMentha Forensic's third report on the varied licence conditions imposed on Commonwealth Financial Planning and Financial Wisdom has revealed compensation has been offered to a further 185 cases. The report was required under the additional conditions ... |
| | | ... Story - AMP Financial Planning Maritza Kriel - Synchron Gregory Adam Bloom - Yellow Brick Road Erin Truscott - Financial Wisdom The winner will be announced at the AFA National Conference in Canberra on 7 October 2016. |
| | | ... primary investment research provider for its wealth management advice licensees - Commonwealth Financial Planning, Financial Wisdom and BW Financial Advice. From 1 September 2016, Morningstar will now also provide research to Count Financial. The reappointment ... |
| | | ... notes that there have been "several challenges associated with the collection of advice files" especially for Financial Wisdom Limited customers of former Financial Wisdom Limited advisers who have moved on to new roles. |
| | | ... non-executive director to the Board of Advice Companies - Commonwealth Financial Planning, BW Financial Advice, Financial Wisdom and Count Financial. Robert Bransby, who commenced the role in April, has more than 25 years' experience in the financial ... |
| | | ... advisers, six paraplanners and nine client service officers. Prior to the AZ NGA acquisition it operated under the Financial Wisdom licence, and won the Financial Wisdom Practice of the Year award in 2005, 2006, 2008, 2009 and 2015. As with previous ... |
| | | Client files of an additional 17 advisers at Commonwealth Financial Planning (CFPL) and Financial Wisdom (FWL) are to be reviewed for potential inclusion in a compensation program. This is the key finding in KordaMentha Forensic's second report on past ... |
| | | ... chair for the board of its advice companies, which comprise Commonwealth Financial Planning, BW Financial Advice, Financial Wisdom and Count Financial. Anne Templeman-Jones will replace CBA wealth management group executive Annabel Spring, who will continue ... |
|