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Showing 11 - 20 of 120 results for "Securitor"

AMP, CBA, Westpac face potential class action

ELIZA BAVIN | TUESDAY, 11 AUG 2020

... Commonwealth Financial Planning, Count Financial and Financial Wisdom. From Westpac, the firm is focused on Westpac Bank, Securitor Financial Group and Magnitude Group. "Each of these institutions owed specific obligations to their customer designed ...

MLC launches new advice business

JAMIE WILLIAMSON | MONDAY, 25 MAY 2020

... initially joined in 2004 as a practice development manager, MLC Advice Solutions. Johnson will work alongside former Securitor general manager Mark Fisher who was recently appointed general manager of Godfrey Pembroke and MLC Connect, as reported first ...

Former licensee head in new role

JAMIE WILLIAMSON | WEDNESDAY, 6 MAY 2020

... appointment of Mark Fisher as general manager of Godfrey Pembroke and MLC Connect. Fisher wrapped up as general manager of Securitor in May 2019 when Westpac shuttered the dealer group, along with Magnitude, as part of its decision to exit personal financial ...

Why remediation jobs aren't short-term

ELIZABETH MCARTHUR | TUESDAY, 24 MAR 2020

... have to repay more than 30% of the ongoing advice service fees charged by authorised representatives of Magnitude and Securitor. In its 2019 results, AMP estimated its remediation costs would hit $778 million. Many of the big banks have boosted their ...

WealthO2 appoints national BDM

ALLY SELBY | WEDNESDAY, 4 MAR 2020

... administration senior roles. He also spent more than four years with BT Financial Group as the NSW/ACT state manager securitor and licensee select, where he coached advice professionals on how to make their business more scalable, saleable and profitable. ...

Former Securitor manager joins Paragem

ALLY SELBY | WEDNESDAY, 12 FEB 2020

HUB24's financial advice subsidiary Paragem has hired a former Securitor state manager in a general manager role. Paragem has appointed Craig Kouimanis as a general manager of practice development to help support advisers and their practices as the ...

What you read in 2019: Financial advice

JAMIE WILLIAMSON | THURSDAY, 19 DEC 2019

... the group sold off part of its advice arm to Viridian Advisory and shuttered its aligned dealer groups, Magnitude and Securitor. Advisers were given the option of going elsewhere, though many ultimately made the transition to Viridian, with many having ...

Adviser moves show industry upheaval

ELIZABETH MCARTHUR | TUESDAY, 5 NOV 2019

... trustee. The spokesperson said advice services for members have remained unchanged. Former Westpac-aligned dealer groups Securitor and Magnitude ceased during the period, with advisers choosing to exit or move to other licences. In August, Financial ...

Down but not out: Top advisers adapt

ELIZABETH MCARTHUR | MONDAY, 26 AUG 2019

... wealth operations. After exiting personal advice, Westpac lost 338 advisers since February - the most of any licensee. Securitor shed 146 advisers over the same period, bringing its total to just 85. Magnitude lost 79 advisers, going from 116 to just ...

Financial advice drags BTFG results

KARREN VERGARA | MONDAY, 6 MAY 2019

... million from its salaried financial planners. About 28% is estimated to be refunded. Authorised representatives from Securitor and Magnitude on the other hand received $966 million, but 31% will likely be refunded. A total of $200 million in compensation ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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