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Showing 131 - 140 of 143 results for "Commonwealth Financial Plannin"

Ord Minnett raises $600 million

MICHAEL HOBBS  |  MONDAY, 3 MAY 2010
Ord Minnett breaks away from its traditional stockbroking roots by expanding into term deposits, a move that raised more than $600 million in funds in the past six months alone. Tim Gunning, chief executive at Ord Minnett, has only been at the firm ...

CFS promotes Fin Wisdom GM

COMPANY RELEASE  |  TUESDAY, 15 DEC 2009
Tim Browne leaves his role as general manager Financial Wisdom to take a role as head of advice delivery at Colonial First State's new Advice Business Leadership team. John Carnevale, former head of distribution services at Colonial First State, has ...

CFS integrates advice businesses

RUTH LIEW  |  FRIDAY, 25 SEP 2009
Commonwealth Bank of Australia has combined five of the firm's financial planning arms under one umbrella, Colonial First State Advice Business - a move that simplifies the firm's advice structure. The new division includes Commonwealth Financial Planning ...

Gunning joins Ord Minnett as CEO

COMPANY RELEASE  |  TUESDAY, 8 SEP 2009
The former general manager of Commonwealth Financial Planning, Tim Gunning, has been appointed chief executive of Ord Minnett. Gunning will be responsible for Ord Minnett Private Wealth, Portfolio Services, Funds Management and Corporate Finance businesses. ...

Gunning resigns from Commonwealth FP

RUTH LIEW  |  MONDAY, 7 SEP 2009
Tim Gunning, the general manager of Commonwealth Financial Planning, has resigned to pursue a new role outside the company. Gunning previously headed CFP, which had $22 billion in funds under advice at 30 June, according to data from Rainmaker Information. ...

CommInsure launches insurance WriteAway

MICHELLE BALTAZAR  |  WEDNESDAY, 22 JUL 2009
CommInsure has launched WriteAway, a new straight through processing platform for risk insurance that could provide financial planners with an underwriting decision within 20 to 30 minutes. The group said that following a review of existing insurance ...

Baby boomers hang on to investments

RUTH LIEW  |  TUESDAY, 5 MAY 2009
Baby Boomers may be sitting tight with their investment strategies, but many are arming themselves with education and taking a more prudent investment approach in a bid to ride out the GFC, new research shows. The latest Retire Ready survey from Commonwealth ...

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
Renowned artist 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 ...

AWM hires three

Australian Wealth Management has appointed three new practice development managers to recruit and service new and existing advisers across its planning networks, which include Bridges Financial Services and Wealth Managers. The three managers are James ...