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|Showing 91 - 100 of 100+ results for "Count Financial"|
|... 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 to serve as a director. ...|
|... of its 600 employed planners. The program, which has been trialled with 110 advisers from Financial Wisdom and Count Financial, educates advisers about women's unique financial needs. Planners are taught about demographic, lifestyle and behavioural differences ...|
|... financial institutions, released what would be its minimum adviser standards. Financial advisers operating under CBA's Count Financial and Financial Wisdom wealth management licenses are now required to hold: a degree in finance, business, commerce or ...|
|... IRESS technology solutions to all of its financial planning groups. IRESS was already deployed within CBA-owned Count Financial and the Commonwealth Bank's Business and Private Bank. The new agreement will see IRESS tools and systems implemented in all ...|
|Westpac and Commonwealth Bank-owned Count Financial are among the 10 licensees forced to undertake corrective action following concerns by the Australian Securities and Investments Commission (ASIC) concerns about financial advice relating to complex ...|
|Advisers at Commonwealth Bank-owned (CBA) Financial Wisdom and Count Financial will be subject to higher education standards from today, joining their counterparts at Commonwealth Financial Planning and BW Financial Advice. The new standards apply to ...|
|Count Financial has launched a new online tool to help accountants ensure they complete all the necessary steps to continue providing SMSF advice to clients before the July 2016 deadline. The new tool, which launched on 13 October, helps users to understand ...|
|... as a listed company. "Michael's time at Countplus follows a period of six years as chief financial officer of Count Financial (14 years with that business) prior to its acquisition by the Commonwealth Bank. He has made an important contribution over ...|
|... planning revenue benefited from loyalty payments made by the Commonwealth Bank, as a result of the takeover of Count Financial, to Count Finance franchisees," the statement said. According to the announcement, the company's results were "impacted by ...|
|... audit for a number of businesses, including the Lonsdale dealer group while at IOOF.A He also spent two years at Count Financial as a compliance auditor. Premium chief executive Paul Harding-Davis said: "Johan is part of the new generation of wealth ...|
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Senator Jane Hume is allowing candidates who have failed the Financial Adviser Standards and Ethics Authority (FASEA) exam twice to re-sit it in 2022.
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The industry fund has appointed a general manager of brand and marketing.
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The government has passed legislation that will see the establishment of an independent body that will review the effectiveness of both the Australian Securities and Investments Commission (ASIC) and the Australian Prudential Regulation Authority (APRA).
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Westpac has decided to retain its New Zealand business after reviewing the feasibility of the 160-year-old division and the impact of increased capital requirements.
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