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Showing 141 - 150 of 154 results for "Financial Wisdom"

YES gives nod to Financial Wisdom

Sydney-based mortgage group YES Home Loans has teamed up with advisory giant Financial Wisdom to provide financial planning and protection advice to YES home loans customers. Under the strategic alliance, both companies will form a new group called ...

Financial Wisdom on target to exceed 400 advisers

Financial Wisdom Limited's Western Australia division has picked up several financial services practices in recent months, which they predict will push their number of authorised representative advisers to over 400 by the end of 2005. The recent acquisitions ...

RetireInvest expands with three new adviser businesses

... Three new advisers have joined RetireInvest citing brand strength as a key motivator. Paul Huggins has moved from financial Wisdom to join the Wantirna practice based in Victoria. The other new advisers include Andrew Cunich who was previously from Perpetual ...

Adviser business moves to Garvan Financial Planning

... Managers Pty Ltd has joined MLC's dealer group Garvan Financial Planning moving from the Commonwealth Bank backed Financial Wisdom. Investment Managers principal Shane Rose says the move was based on Garvan's ability to support his business's growth ...

Coin software signs deal with Commonwealth

... under a two year contract term with rolling two year terms to follow. The contract will also extend to the bank's Financial Wisdom and Enterprise 121 dealer groups. Coin will be a strategic part of the Commonwealth Bank's adviser platform providing desktop ...

Fin Wis restructures head office roles

Adviser group Financial Wisdom has enacted a series of changes to its head office staff and introduced Practice Development Consultants (PDC) to the group and appointing an manager to oversee its business alliances. Recent recruit to the group Greg ...

Hillross gives Perpetual International the thumbs-up

... global pool of funds," Lynch says. The Perpetual International share fund is now on the approved list of Count, Financial Wisdom, Genesys, PIS and Hillross. "Investors are looking for high-conviction portfolios which focus on investment risk rather than ...

ASIC rubs out financial planner for two years

... will not comply with these laws in the future. Rosewell's misconduct occurred when he was a representative of Financial Wisdom Limited between July 1992 and July 2004, operating under his own business Financial Foundations. His licence was revoked by ...

FPA releases draft conflict of interest guidelines

... splits and Buyer of Last Resort (BLR) practices to ensure they were transparent. "In one of our dealer groups [Financial Wisdom] we do have preferential splits and we are looking at that with a view to removing it," Commonwealth Bank general manager ...

Direct super sales site launched by advisers

... for employees. The site is an arm of Wiseman Financial Services, a Wollongong based planning group within the Financial Wisdom network owned and operated by DSF directors John and Tyrone Wiseman. While Wiseman Financial Services is part of the Financial ...