Search ResultsShowing 1 - 10 of 100+ results for "Financial Wisdom"
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 ...
ASIC bans former NAB, CBA advisers
JAMIE WILLIAMSON  |  THURSDAY, 24 JAN 2019
... also banned Matthew Geappen of Hobart for five years for life insurance churning. While authorised by CBA's Financial Wisdom, Geappen was found to have advised clients to switch from one insurance product to another, allowing him to generate ...
CFS tops up Morgan Stanley mandate
KANIKA SOOD  |  WEDNESDAY, 9 JAN 2019
... SmartPath delivered 5.9% p.a. Colonial First State is set to demerge from CBA alongside Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority shareholdings in ASX-listed CountPlus and Mortgage Choice - together termed as ...
CFS swaps global equities managers
KANIKA SOOD  |  FRIDAY, 14 DEC 2018
... for an asset allocation role. Colonial First State is set to demerge from CBA alongside Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority shareholdings in ASX-listed CountPlus and Mortgage Choice - together termed as ...
CBA sells CFSGAM, new wealth business chief executive appointed
KANIKA SOOD  |  WEDNESDAY, 31 OCT 2018
... financial officer for its wealth business, NewCo , which will include Colonial First State, Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority shareholdings in ASX-listed CountPlus and MortgageChoice. SocietyOne managing ...
Intra-fund advice conflicted: Royal Commission
KARREN VERGARA  |  THURSDAY, 16 AUG 2018
... and messy process . Chun was grilled on intra-fund advice - an arrangement between CFS (the trustee) and Financial Wisdom, a CBA-aligned licensee that provides intra-fund advice to members of CFS superannuation. Behind this structure are ...
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