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Showing 121 - 130 of 143 results for "Commonwealth Financial Plannin"

ANZ Wealth appoints head of practice based fin planning

ELISE BURGESS  |  TUESDAY, 8 NOV 2011
Former BT and Commonwealth financial planning head, Neil Younger, has been named as head of practice based financial planning for ANZ Wealth. Younger's previous role was general manager for Commonwealth Financial Planning where he reported to then Colonial ...

ASIC accepts Commonwealth Financial Planning EU

MEDIA RELEASE  |  WEDNESDAY, 26 OCT 2011
ASIC today announced it has accepted an enforceable undertaking (EU) from Commonwealth Financial Planning Limited (CFP) following an investigation into the provision of advice by some of its financial advisers. CFP is a wholly owned subsidiary of the ...

ASIC slaps seven-year ban on planner

ELISE BURGESS  |  FRIDAY, 11 MAR 2011
The Australian Securities and Investments Commission (ASIC) has banned former Commonwealth Financial Planning (CFP) adviser, Don Nguyen, from providing financial services for seven years. Nguyen worked as a financial adviser at CFP between 1 October ...

CFS names new advice head

ELISE BURGESS  |  TUESDAY, 8 MAR 2011
Colonial First State (CFS) appoints Marianne Perkovic, currently the CFS general manager of distribution, as the new head of advice, filling the gap left by Paul Barrett last month. Perkovic starts her new role next week as head of the CFS advice business ...

ANZ nabs Paul Barrett from CFS

ELISE BURGESS  |  TUESDAY, 22 FEB 2011
... around $45 billion, as at December 2010, including corporate super. Barrett's previous role at Commonwealth Financial Plannin, held since December 2006, meant he was responsible for 815 advisers with funds under advice of $25.8 billion across 1,000 practices ...

Morningstar signs $35bn research deal with CFS

MICHELLE BALTAZAR  |  WEDNESDAY, 16 FEB 2011
Researcher Morningstar Australasia has stolen the march on rival S&P when it secured a research agreement with Colonial First State, providing managed fund research and other services to planning groups with a combined $35 billion of funds under advice. ...

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
BT Financial Group has appointed practice management head 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 ...

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 ...