Search Results | Showing 11 - 20 of 29 results for "Total Financial Solutions" |
| | ... firm has added the former chief executive of a Countplus subsidiary to its executive lineup. Former Total Financial Solutions chief executive Marcelo Fernandez joined Chase Corporate Advisory this week, focused on growing the firm's Melbourne office ... |
| | | ... reshuffled business. Countplus also fully divested its Wagga Wagga-based business unit. Another member firm, Total Financial Solutions, also sold a 30% stake in Nixon Advisory to the latter's founder, Bob Nixon. Overall, these transactions contributed ... |
| | | ... reshuffled business. Countplus also fully divested its Wagga Wagga-based business unit. Another member firm, Total Financial Solutions, also sold a 30% stake in Nixon Advisory to the latter's founder, Bob Nixon. Overall, these transactions contributed ... |
| | | ... clients affected by rogue adviser Brian Dobinson, an authorised representative of one of its subsidiaries Total Financial Solutions Australia (TFSA). Dobinson provided inappropriate financial product advice to some 520 small retail clients between January ... |
| | | ... dividend for the 30 June quarter. This is due to a claim that may be made against wholly-owned subsidiary Total Financial Solutions Australia (TFSA) by clients of a former TFSA adviser who engaged in "inappropriate behaviour." This has also precipitated ... |
| | | The interim chief executive of Countplus subsidiary Total Financial Solutions Australia will take on the role permanently. Andrew Kennedy began acting in the role in January of this year, while maintaining the role of general manager, growth. Kennedy ... |
| | | ... Countplus subsidiary is welcoming a former FPA chief executive as its new independent chair. Dealer group Total Financial Solutions appointed former FPA chief Mark Rantall to its board to strengthen its industry expertise. Rantall, who led the FPA for ... |
| | | ... Richard Liverpool, joining as head of sales, was previously national practice development manager at Total Financial Solutions. Prior to that, he was a regional manager for NSW and ACT at Australian Financial Services. He has also held roles at AMP ... |
| | | ASIC has increased its surveillance activity on Total Financial Solutions Australia advisers, following compliance concerns. The surveillance commenced in October 2014 and focused on TFSA product advice, which ASIC identified as having a "one-size-fits-all ... |
| | | ... Countplus chief executive Michael Spurr will step down after four years in the job and will be replaced by Total Financial Solutions (TFS) chief executive. TFS is Countplus' financial planning group subsidiary and its chief executive Phillip Aris will ... |
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