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Search ResultsShowing 91 - 100 of 100+ results for "Commonwealth Financial Planning"
CFS names new advice head
ELISE BURGESS  |  TUESDAY, 8 MAR 2011
... month. Perkovic starts her new role next week as head of the CFS advice business, which includes Commonwealth Financial Planning, Financial Wisdom, Whittaker Macnaught and BW Financial Advice. Commonwealth Financial Planning alone has 815 advisers with ...
Morningstar signs $35bn research deal with CFS
MICHELLE BALTAZAR  |  WEDNESDAY, 16 FEB 2011
... the approved product lists (APLs). The CFS Advice Business includes financial planning groups Commonwealth Financial Planning, Financial Wisdom, Whittaker Macnaught, Advice Essentials, and BW Financial Advice, collectively representing around $35 billion ...
Commonwealth Fin Plng compensates investors
ASIC RELEASE  |  WEDNESDAY, 3 NOV 2010
Commonwealth Financial Planning will implement a major client compensation program after an ASIC investigation. According to ASIC, a former CFP representative employed until July last year potentially breached various sections of the Corporations Act ...
Englund heads BT dealer groups, Younger departs
RUTH LIEW  |  TUESDAY, 21 SEP 2010
... Matthew Englund as its new head of dealer groups, following Neil Younger's departure to head Commonwealth Financial Planning. Mark Spiers, BT Financial Group's general manager of advice, today announced the appointment of Englund as head of dealer groups ...
Sunsuper boosts relationships with retail hires
COMPANY RELEASE  |  THURSDAY, 2 SEP 2010
Sunsuper has recruited three new customer relationship managers from Commonwealth Financial Planning, Suncorp and Hostplus to its Queensland offices. Fiona Cairns, who has more than 25 years experience in the financial services industry, including a ...
Commonwealth FP restructures, head departs
RUTH LIEW  |  WEDNESDAY, 21 JUL 2010
David Mackay, general manager of Commonwealth Financial Planning, is leaving the firm following an internal restructure. A spokesperson from Colonial First State confirmed that Mackay would be leaving his role while CFP transitions to a new business ...
Ord Minnett raises $600 million
MICHAEL HOBBS  |  MONDAY, 3 MAY 2010
... Gunning, chief executive at Ord Minnett, has only been at the firm for seven months after leaving Commonwealth Financial Planning, but has already hit the ground running - launching the firm's term deposit platform. "A lot of our clients are dealing ...
CFS promotes Fin Wisdom GM
COMPANY RELEASE  |  TUESDAY, 15 DEC 2009
... the firm, was appointed head of advice development. Helen Blackford, former head of strategy at Commonwealth Financial Planning, has been appointed head of advice business management. Browne's replacement as general manager of Financial Wisdom is underway. ...
CFS integrates advice businesses
RUTH LIEW  |  FRIDAY, 25 SEP 2009
... Advice Business - a move that simplifies the firm's advice structure. The new division includes Commonwealth Financial Planning, Bank West's financial advice arm, Financial Wisdom, Whittaker McNaught and Advice Essentials. Paul Barrett, general manager ...
Gunning joins Ord Minnett as CEO
COMPANY RELEASE  |  TUESDAY, 8 SEP 2009
The former general manager of Commonwealth Financial Planning, Tim Gunning, has been appointed chief executive of Ord Minnett. Gunning will be responsible for Ord Minnett Private Wealth, Portfolio Services, Funds Management and Corporate Finance businesses. ...
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