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Showing 101 - 110 of 154 results for "Financial Wisdom"

Whittaker Macnaught advisers to operate under Financial Wisdom

LAURA MILLAN  |  TUESDAY, 25 JUN 2013
Former Whittaker Macnaught advisers will operate under Commonwealth Bank-owned Financial Wisdom Australian Financial Services Licence (AFSL). Commonwealth Bank Wealth Management Advice said that this was the last step of its decision to close the Whittaker ...

Financial Wisdom launches discounted recruitment service

ALICE URIBE  |  THURSDAY, 4 APR 2013
Dealer group Financial Wisdom has launched a service to solve adviser recruitment issues in its aligned practices. As part of the new service, the Commonwealth Bank (CBA) backed Financial Wisdom has created an external recruitment website and offers ...

Former adviser pleads guilty to dishonest dealings

LINDA HAUSKEN  |  TUESDAY, 3 JUL 2012
... documents. The offences occurred between May 2005 and October 2008 while Carll was an authorised representative of Financial Wisdom and Financial Planning Services Australia. Each offence carries a maximum penalty of 10 years' imprisonment. Sentencing ...

CommInsure adds to restructured advice team

MELANIE TIMBRELL  |  FRIDAY, 22 JUN 2012
... year as head of financial planning at St George-owned Bank of Melbourne, prior to which he had seven years with Financial Wisdom as state manager Victoria/Tasmania and practice development manager/consultant. Bancroft and Knight join CommInsure next ...

CFS and Aussie launch planning arm

ELISE BURGESS  |  MONDAY, 31 OCT 2011
... confirmed to Financial Standard that a pilot process is underway for a new financial planning service between CFS' Financial Wisdom dealer group and non-bank lender. "CFS can confirm that it has entered into an initiative with Aussie through its Financial ...

Banned adviser faces jail term

ELISE BURGESS  |  TUESDAY, 27 SEP 2011
... loan facility. Carll was an authorised representative of three Australian financial services licensees including Financial Wisdom, Financial Planning Services Australia and Genesys Wealth Advisers between 21 June 2004 and 20 May 2010. Between June 2004 ...

St George names new planning heads in strategy push

ELISE BURGESS  |  TUESDAY, 9 AUG 2011
... approximately 10 up to 50 within three years. Knight was formerly state manager for Victoria/Tasmania for planning group, Financial Wisdom. Jason Dunn has been named head of distribution, St.George Financial Planning, for the three brands. Prior to joining ...

ANZ restructure gathers pace with new planning head

MATT WOODINGTON  |  TUESDAY, 26 JUL 2011
... distribution business transformation after seven years with CFS. He has also held head of practice management roles at Financial Wisdom and Godfrey Pembroke. "Greg has a vast knowledge of the issues facing the wealth management industry, and has established ...

Chapel Road appeal forces ASIC to show the goods

RACHEL DAVIS  |  THURSDAY, 19 MAY 2011
... investigating at the time. Chapel Road asked to see copies of all documents between ASIC and the five firms, Financial Wisdom, Count Financial Group, Greater Western Financial Services, AMP Financial Planning and Grosvenor Securities, to verify its claims. ...

CFS names new advice head

ELISE BURGESS  |  TUESDAY, 8 MAR 2011
... 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 funds under advice ...