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Showing 131 - 140 of 142 results for "Commonwealth Financial Planning"

CFS promotes Fin Wisdom GM

COMPANY RELEASE  |  TUESDAY, 15 DEC 2009
... the firm, was appointed head of advice development. Helen Blackford, former head of strategy at Commonwealth Financial Planning, has been appointed head of advice business management. Browne's replacement as general manager of Financial Wisdom is underway. ...

CFS integrates advice businesses

RUTH LIEW  |  FRIDAY, 25 SEP 2009
... Advice Business - a move that simplifies the firm's advice structure. The new division includes Commonwealth Financial Planning, Bank West's financial advice arm, Financial Wisdom, Whittaker McNaught and Advice Essentials. Paul Barrett, general manager ...

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
... to four weeks it took to do the same applications previously. Anthony Campbell, an adviser with Commonwealth Financial Planning who took part in an eight-week pilot program, said that he submitted an application late one afternoon and by the next day ...

Baby boomers hang on to investments

RUTH LIEW  |  TUESDAY, 5 MAY 2009
... direct contrast with the prior generations of the Baby Boomers, says Tim Gunning, general manager Commonwealth Financial Planning. "[Baby Boomers] are doing the opposite to previous generations and are educating themselves when it comes to making the ...

CFP and Fin Wisdom upload Provisio

... strategies. Provisio, developed by Barry Ward from Victoria-based Ward Financial, has signed up Commonwealth Financial Planning and Financial Wisdom to use its desktop-based Transition to Retirement calculator. But describing it as a mere calculator ...

Ken Done sues over $53m bad advice

MICHAEL HOBBS  |  THURSDAY, 20 MAR 2008
... Commonwealth Bank's financial planning arm and Financial Wisdom. According to Rainmaker Data, Commonwealth Financial Planning has more than 700 advisers managing nearly $26 billion in Funds Under Advice (FUA). Financial Wisdom is a separate business ...

AWM hires three

... Manager, Ryan Holmes (NSW) and Jeff Ebeyer (VIC). McCowan was formerly a practice manager at both Commonwealth Financial Planning and AMP Financial Planning. Holmes was formerly with Genesys Wealth Advisers while Ebeyer was a financial planning manager ...

Baby boomers set to live it up in retirement: CommBank

HAMISH MADDEN  |  THURSDAY, 18 MAY 2006
... retirement savings and 44 per cent regretted not planning for retirement sooner. General manager of Commonwealth Financial Planning, Tim Gunning, said, "Unlike their parents, this generation sees retirement as the chance to live life to the full and ...