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Showing 121 - 130 of 154 results for "Financial Wisdom"

Financial Wisdom recognises its best

MICHAEL HOBBS  |  TUESDAY, 23 SEP 2008
West Australian financial planning practice, Wealth Wise and financial adviser, Cameron O'Sullivan won Financial Wisdom's practice and rising star awards respectively. Financial Wisdom Practice of the Year, Wealth Wise, employs six advisers and 11 support ...

Franchise banking attract planners

MICHELLE BALTAZAR  |  MONDAY, 30 JUN 2008
... as part of the accreditation," said Creighton. To date, 10 dealer groups have signed up, including CBA-owned Financial Wisdom, and several more in the process of getting accreditation. "Given the success we've had, we've actually had to put a freeze ...

CFP and Fin Wisdom upload Provisio

Ward Financial Group, part of Commonwealth Bank-owned dealer group, Financial Wisdom, has developed a software designed to reduce the onerous number crunching involved in Transition to Retirement (TTR) strategies. Provisio, developed by Barry Ward from ...

Ken Done sues over $53m bad advice

MICHAEL HOBBS  |  THURSDAY, 20 MAR 2008
... Ken Done is suing his accountant, the accountancy firm, Bentley Barton & Partners and Commonwealth Bank-owned Financial Wisdom after receiving poor financial advice that cost him $53 million. Brian Fitzgerald, Commonwealth Bank spokesperson said the ...

Financial Wisdom appoints head

CHRIS NICHOLLS  |  TUESDAY, 20 NOV 2007
Financial Wisdom has appointed Nadia Zweck as the group's new South Australian practice development manager. Prior to joining Financial Wisdom, Zweck held similar positions at MLC Advice Solutions and ThreeSixty, as well as administrative roles with ...

Fin Wisdom shuffles team

CHRIS NICHOLLS  |  TUESDAY, 18 SEP 2007
Financial Wisdom Premium's Victorian and Tasmanian regional manager, Tim Van Leeuwen, has become national operations manager, after previous head Matthew Brown took on additional responsibilities at Colonial First State. Van Leeuwen has been in the ...

Aon appoints head execs

HAMISH MADDEN  |  FRIDAY, 3 AUG 2007
... brings 17 years industry experience to the role, including time spent with St George, National Mutual, AXA and Financial Wisdom. Kraft said Walker was another valuable appointment for the Aon business. "Jayson has more than 17 years financial services ...

Member TFNs now law but problems persist

ALEX DUNNIN  |  MONDAY, 2 JUL 2007
... mean concerns about how the legislation operates have subsided. Josel Ginsburg, a financial planner with the Financial Wisdom group, said the new requirements are "about to create a monumental blunder" because the legislation fails to consider how standalone ...

Hillross hiring

... join Hillross to replace Mavraidis as NSW state manager. Gordon was previously practice development manager at Financial Wisdom, where he was judged to be the Practice Development Manager of the Year for 2005/06. Mavraidis and Gordon will both report ...

Fin Wisdom appoints ex-MLC exec

Financial Wisdom, the financial planning business owned by the Commonwealth Bank, has appointed a new general manager, ex-MLC executive Tim Browne. Browne replaces Paul Barrett, who was promoted to general manager distribution at Colonial First State. ...