The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 121 - 130 of 142 results for "Commonwealth Financial Planning"

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

... 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

... 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 announced the appointment of Englund as head of dealer ...

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 ...

PAGE:

Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

Videos

Brought to you by

Maintaining a fundamental focus in a world obsessed with the short term

Strength amid noise

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

The market has changed. The opportunity hasn't.

Follow the leaders

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

A guaranteed future

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE