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Showing 111 - 120 of 567 results for %22Commonwealth Financial Planning%22

Westpac mulls sale of in-house planners

JAMIE WILLIAMSON  |  WEDNESDAY, 13 FEB 2019
... something Westpac continues to work through, the spokesperson added. In the past two years, three major banks­ - ANZ, Commonwealth Bank and National Australia Bank - announced plans to divest wealth management arms. In November last year, Westpac chief ...

Commonwealth FP fails to meet EU obligations

JAMIE WILLIAMSON  |  MONDAY, 4 FEB 2019
Hours before the final report from the Royal Commission goes public, Commonwealth Financial Planning has been ordered by ASIC to stop charging ongoing service fees. It is also barred from entering any new ongoing service arrangements with customers. ...

ASIC bans former NAB, CBA advisers

JAMIE WILLIAMSON  |  THURSDAY, 24 JAN 2019
The corporate regulator permanently banned a former NAB financial adviser, while a former Commonwealth Bank and Synchron adviser was handed a five-year ban. Tai Thanh Nguyen of Adelaide was permanently banned by ASIC for dishonest conduct while licensed ...

Grandfathered commissions: Where to from here?

JAMIE WILLIAMSON  |  WEDNESDAY, 19 DEC 2018
... consultation with the industry. Further, the tap was turned off for the group's employed advisers in 2014. In October, Commonwealth Bank began advocating for government intervention in removing grandfathered commissions for super and investment products. ...

Planning firm among healthiest Australian workplaces

HARRISON WORLEY  |  TUESDAY, 4 DEC 2018
... latest healthiest workplace survey, with a 21-year-old firm recognised as Australia's healthiest small workplace. The Commonwealth Superannuation Corporation, planning firm Announcer and Mercer are all award winners in AIA's 2018 Australia's Healthiest ...

When aged care advice takes an emotional toll

KARREN VERGARA  |  TUESDAY, 13 NOV 2018
... a couple can have $282,000, he explained. For clients not eligible for the pension, advisers should consider the Commonwealth Seniors Health Card, which provides access to cheaper health care, discounts to electricity and gas bills, and public transport ...

Gender diversity in advice dormant

JAMIE WILLIAMSON  |  FRIDAY, 9 NOV 2018
... advisers. Overall, the licensees with the most women advisers are AMP, SMSF Advisers Network, Commonwealth Financial Planning, Westpac and NAB. From a geographic perspective, despite having the fewest advisers in the country, the Northern Territory has ...

Advice dealer group takes out governance award

JAMIE WILLIAMSON  |  TUESDAY, 23 OCT 2018
... the challenge of embedding compliance, risk, ethics and governance in their organisation." Westpac, NAB, ANZ, AMP, Commonwealth Bank, AIA and Thomson Reuters are principle members of the institute. Elders has just joined IOOF as part of the group's acquisition ...

Bank-owned advice firm requests ASIC extension

DARREN SNYDER  |  MONDAY, 22 OCT 2018
... sought an extension to complete a major report as part of its enforceable undertaking. ASIC said Commonwealth Financial Planning Limited (CFPL) recently requested an extension for Ernst & Young (EY) to produce its final report on the advice firm's remediation ...

FPA appoints new chair, director

KANIKA SOOD  |  FRIDAY, 12 OCT 2018
... 'financial planner' and 'financial adviser' in law, and the recognition of financial planners as signatories for Commonwealth statutory declarations, alongside lawyers, medical practitioners and justices of the peace, the association said. "I'm delighted ...