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Showing 11 - 20 of 29 results for "Total Financial Solutions"

Former advice dealer group chief executive surfaces

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2018
... 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 ...

CountPlus appoints CFO after executive search

ALEX BURKE  |  THURSDAY, 23 NOV 2017
... 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 ...

Countplus flags divestments, appoints two principals

ALEX BURKE  |  TUESDAY, 10 OCT 2017
... 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 ...

Countplus searches for new CFO

KARREN VERGARA  |  THURSDAY, 31 AUG 2017
... 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 ...

Countplus sells off underperformers and merges firms

ALEX BURKE  |  FRIDAY, 14 JUL 2017
... 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 ...

Total Financial Solutions chief appointed

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2017
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 ...

Former FPA chief joins licensee

JAMIE WILLIAMSON  |  THURSDAY, 19 JAN 2017
... 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 ...

Ignition Wealth makes two senior hires

ALEX BURKE  |  WEDNESDAY, 26 OCT 2016
... 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 hits advice firm with more licence conditions

ALEX BURKE  |  FRIDAY, 2 OCT 2015
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 appoints CEO, rejigs board

LAURA MILLAN  |  WEDNESDAY, 26 NOV 2014
... 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 ...