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Showing 131 - 140 of 154 results for "Financial Wisdom"

Paul Barrett to head up distribution at CFS

HAMISH MADDEN  |  MONDAY, 4 DEC 2006
Paul Barrett, general manager of Commonwealth Bank owned Financial Wisdom, will leave the group after accepting an offer to step into the role of general manager, distribution, with Colonial First State. Barrett steps into the role after the promotion ...

Financial Wisdom trumpets its Platinum Advantage

HAMISH MADDEN  |  WEDNESDAY, 8 NOV 2006
Financial Wisdom's Platinum Advantage program has so far been a resounding success with affiliated planners and their clients. The Platinum Advantage program offers Financial Wisdom advisers and their clients access to special retail discounts and offers ...

AFS appoints new regional manager

HAMISH MADDEN  |  THURSDAY, 26 OCT 2006
... and operate their businesses efficiently and profitably," Daly explained. Prior to joining AFS Blayney was with Financial Wisdom as Western Australian development manager.

Financial Wisdom strikes up another Alliance

HAMISH MADDEN  |  FRIDAY, 8 SEP 2006
Financial Wisdom has formed a strategic partnership with Alliance Property Finance in a move that will give all Alliance customers access to comprehensive financial advice. Alliance Property Finance was established in 1999 as a wholly owned subsidiary ...

Tandem welcomes Insight aboard

HAMISH MADDEN  |  TUESDAY, 15 AUG 2006
Insight Financial Services has left the Financial Wisdom stable to join Tandem Financial Advice, citing a desire to pursue acquisitions and growth. Director and principal of Insight, Thomas Ilinkovski, said he was looking to build his practice on the ...

Financial Wisdom grows and goes its own way

HAMISH MADDEN  |  MONDAY, 26 JUN 2006
Dealer group Financial Wisdom continues to develop its progressive services and strategies while at the same time expanding its network, announcing it now has 410 advisers under its umbrella. General manager of Financial Wisdom, Paul Barrett, said the ...

Aussie fund frontrunner for Bank of China $12bn float

... week, Synergy. Premium China is now on the approved list of all of Commonwealth Bank's adviser groups including Financial Wisdom as well as on Genesys, Australian Financial Services and Avenue Capital Management. "There's little competition in the market ...

Macq fund sizzles on high occupancy

... the market and the fund is already on major platforms and counts major planning groups such as Commonwealth's Financial Wisdom, AMP and Professional Investment Services (PIS) as clients. "When we launched the fund, we set out to make sure that we are ...

AMPFP appoints heads of advisory services and research

... past year. Prior to that, he spent four years as a research analyst with Commonwealth Financial Planning and Financial Wisdom.

Vanguard appoints head of marketing Australia

... Commonwealth Bank's financial planning division, where he was responsible for the marketing of advice incorporating the Financial Wisdom and Commonwealth Financial Planning brands. Bold has also held marketing, product and strategy roles with the Commonwealth ...