Search Results | Showing 1 - 10 of 73 results for %22Investments Ombudsman%22 |
| | ... experiences in that they received inappropriate advice for asset allocation that "was too aggressive" for their SMSF investments and that such advice was conflicted. Further, the document highlights that DASS had "not established that it prioritised ... |
| | | ... Though there were also rises in complaints about other financial products including banking and finance, insurance, investments and advice, and superannuation. "We need to see a downward trend in complaints overall, with financial firms working better ... |
| | | ... not a high portion, more worrying is that the instances are prevalent in financial advice, AFCA lead ombudsman for investments and advice Shail Singh told yesterday's PritchittBland end of financial year event. The lack of PII is generally the reason ... |
| | | ... Shail Singh has officially been appointed as the Australian Financial Complaints Authority's (AFCA's) lead ombudsman, investments and advice. Singh was appointed ombudsman when AFCA opened its doors in 2018, before becoming senior ombudsman, investments ... |
| | | ... complaints aside, there were 483 complaints related to financial advice, down 47% from 2021, AFCA acting lead ombudsman investments and advice Shail Singh told the annual AIA Adviser Summit. Several key issues have emerged from complaints filed in 2022 ... |
| | | ... Sciacca, Diverger managing director Nathan Jacobsen, Australian Advice Network chief executive Paul Forbes and AFCA investments and advice acting lead ombudsman Shail Singh. Addressing the audience at AFA Thrive, Anderson said former minister for financial ... |
| | | ... and 30 June 2020. The group has retained a 45% interest in the parent entity of the CFS business, Superannuation and Investments HoldCo Pty Limited, which is accounted for as an investment in a joint venture." The group is currently defending itself ... |
| | | ... ombudsman for banking and finance. Cameron moves into the position from her current appointment as lead ombudsman for investments and advice at AFCA. She has been acting in the banking and finance role since January. AFCA chief ombudsman and chief executive ... |
| | | ... This November marks AFCA's three-year anniversary. The Financial Ombudsman Service (FOS), the Credit and Investments Ombudsman (CIO) and the Superannuation Complaints Tribunal (SCT) merged to form the single body. |
| | | ... resolution efforts, with senior ombudsmen to work closely with the lead ombudsmen across banking and finance, insurance, investments and advice, and superannuation. All seven appointments are internal promotions, AFCA noted. Anne Maree Howley has been ... |
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