Search ResultsShowing 1 - 10 of 100+ results for "Financial Wisdom"
CBA remediation bill drags performance
KARREN VERGARA  |  WEDNESDAY, 7 AUG 2019
... and AUM, CFSGAM's bottom line dipped 18% to $240 million. CBA also announced today it will shut down Financial Wisdom . It will additionally allow Pathways advisers to commence transitioning elsewhere. CBA paid a dividend of $4.31 per ...
Financial Wisdom to shut down
JAMIE WILLIAMSON  |  WEDNESDAY, 7 AUG 2019
Commonwealth Bank has confirmed it will close Financial Wisdom. It will also allow Pathways advisers to commence transitioning elsewhere. Releasing its full year results today, the bank has confirmed it will commence the assisted closure of ...
ASIC reveals advice remediation progress
HARRISON WORLEY  |  THURSDAY, 1 AUG 2019
... figure was provided by Commonwealth Securities, with Commonwealth Private, Commonwealth Financial Planning, Financial Wisdom and Count Financial reporting no staff were working on the program. All CBA entities except Commonwealth Securities and ...
CFSGAM sale clears regulatory hurdles
KANIKA SOOD  |  FRIDAY, 26 JUL 2019
... to be spun off as a separate entity called "NewCo" which included Colonial First State, Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority shareholdings in ASX-listed CountPlus and Mortgage. SocietyOne managing director ...
Financial advice firm grows
JAMIE WILLIAMSON  |  THURSDAY, 25 JUL 2019
... It marks EWM's fourth office, with others in the Sydney CBD, Brisbane and on the NSW Central Coast. Both EWM and Warren McHattan Financial Services are licensed by Financial Wisdom, and EWM was the founding Australian firm of AZ NGA.
Commonwealth Bank mulls retail advice business sale
KANIKA SOOD  |  FRIDAY, 21 JUN 2019
... sit), retail bank (where the salaried advisers under Commonwealth Financial Planning sit) and in NewCo (with Financial Wisdom). On June 13, CBA said it entered into an agreement to sell Count Financial , which has 351 advisers and was to be a part ...
CBA remediation bill crosses $2bn
KANIKA SOOD  |  MONDAY, 13 MAY 2019
... customers. The $534 million of aligned remediation spend relates to advice clients of advisers working under Financial Wisdom, Count Financial or CFP Pathway licensees. Of this, $374 million is in customer refunds (including $123 million in ...
CBA, ASIC move to resolve AFSL conditions
KANIKA SOOD  |  WEDNESDAY, 10 APR 2019
... has released the final compliance report on the conditions it placed on Commonwealth Financial Planning and Financial Wisdom in 2014. Commonwealth Bank has paid a further $2.3 million to 232 clients advised by five of its advisers, according to ...
Former Financial Wisdom adviser banned
KARREN VERGARA  |  THURSDAY, 21 MAR 2019
ASIC permanently banned a former Financial Wisdom financial adviser from working in financial services. Anneliese Ada Willmott was an authorised representative of CBA subsidiary Financial Wisdom from 12 November 2015 until 10 August 2017. Financial ...
Banks, ASIC still at war over fees-for-no-service
HARRISON WORLEY  |  TUESDAY, 12 MAR 2019
... bank needs to use in proving an annual review was provided to financial advice customers of Count Financial, Financial Wisdom and the Pathways division of Commonwealth Financial Planning. ASIC said it strongly disagreed with the approach of those ...
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