Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 21 - 30 of 136 results for "Commonwealth Financial Planning"

Fastest-growing AFSLs in the country

KANIKA SOOD  |  FRIDAY, 30 OCT 2020
... most adviser registrations cease: AMP Financial Planning (376), National Australia Bank (375), Commonwealth Financial Planning (247) and Australia and New Zealand Banking Group (231). Adviser market share Despite the recent growth numbers, the largest ...

Count Financial faces class action

ANNABELLE DICKSON  |  FRIDAY, 4 SEP 2020
... years. This is not the only class action CBA may face as the law firm also called on clients from Commonwealth Financial Planning and Financial Wisdom. In addition, Piper Alderman is interested in clients from AMP Financial Planning, Charter Financial ...

AMP, CBA, Westpac face potential class action

ELIZA BAVIN  |  TUESDAY, 11 AUG 2020
... Planning, Charter Financial Planning and Hillross Financial Services. From CBA, the firm is looking at Commonwealth Financial Planning, Count Financial and Financial Wisdom. From Westpac, the firm is focused on Westpac Bank, Securitor Financial Group ...

AMP, BT and CBA to face class action

ELIZABETH MCARTHUR  |  FRIDAY, 31 JUL 2020
... Shine are CommInsure life or income protection policy holders who got their insurance through Commonwealth Financial Planning, Financial Wisdom, Count Financial or BW Financial Advice. The class action against AMP has been filed in the Federal Court. ...

CBA ups remediation bill for advice

ELIZA BAVIN  |  THURSDAY, 30 JUL 2020
... its customers of its aligned advice businesses including Count Financial, Financial Wisdom and Commonwealth Financial Planning. "The estimates of provisions for customer remediation payments in relation to ongoing service fees have been revised to reflect ...

Three advisers cop ASIC bans

KANIKA SOOD  |  WEDNESDAY, 20 NOV 2019
... most recently employed at Neo Wealth Solutions until October end. He has previously worked at Commonwealth Financial Planning and Westpac. The ban runs until November 2024. Lastly, ASIC banned Lawrence Dean O'Neill for four years. He spent 10 years at ...

Adviser moves show industry upheaval

ELIZABETH MCARTHUR  |  TUESDAY, 5 NOV 2019
... movements across advice dealer groups in just the last three months. From July to October end, Commonwealth Financial Planning lost over 100 advisers, going from 568 to 447. Financial Wisdom, which is in the process of shuttering, lost 93 advisers, down ...

CommSec responds to sale rumours

ELIZABETH MCARTHUR  |  TUESDAY, 17 SEP 2019
... under advice. CBA's advice businesses are split across its business bank (CommSec), business bank (Commonwealth Financial Planning)and NewCo (Financial Wisdom). CBA recently offloaded Count Financial to CountPlus for $2.5 million with a $200 million ...

Down but not out: Top advisers adapt

ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
... Westpac's exit, a further 147 former Westpac advisers have so far failed to join another licensee. Commonwealth Financial Planning shed 213 advisers, while Count Financial - recently sold to CountPlus - lost 74. Godfrey Pembroke dropped 40 advisers in ...

CBA remediation bill drags performance

KARREN VERGARA  |  WEDNESDAY, 7 AUG 2019
... million in NPAT, down 42% year on year. Funds management, which comprises Colonial First State, Commonwealth Financial Planning (CFP) and the New Zealand arm, generated $1.1 billion in income - a decrease of $47 million or 4% on the prior year. The majority ...