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|Showing 21 - 30 of 100+ results for "Count Financial"|
|... 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. Shine said it expects to file ...|
|... addressing the full range of remediation issues impacting 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 ...|
|... arm during the Royal Commission. During her testimony, she admitted the bank's financial advice subsidiary, Count Financial (now a subsidiary of Countplus), had charged ongoing service fees to deceased clients. Perkovic has spent nearly four years ...|
|Count Financial has hired an experienced practice development manager, whose resume features the likes of Affinia, Commonwealth Bank and AMP, to ramp up its growth strategy. Chris Burton has been appointed as Count's practice development manager, and ...|
|... faced by practices in delivering advice efficiently can be attributed to process issues not people, according to Count Financial. Countplus acquired the Count Financial from the Commonwealth Bank late last year for just $2.5 million and has since been ...|
|... banned Melbourne-based adviser Bimaljeet Sekhon from providing financial services for three years. The former Count Financial adviser was found to have failed to comply with financial services laws, including to provide advice in the best interests of ...|
|... made a new acquisition, acquiring the advice services of Centenary Financial. CountPlus One and Centenary are Count Financial member firms, now clients and key employees of Centenary will transfer to CountPlus One as part of an agreed succession plan. ...|
|... development manager at Aon Hewitt, where she spent more than eight years. Prior to that, she was a training manager at Count Financial. AFA general manager of policy and professionalism Phil Anderson welcomed Garrard to the team. "Caz Garrard has joined ...|
|The former head of compliance and professional standards at IOOF has joined the leadership team of Count Financial. Phil Creswell joins Count Financial as its new head of professional standards from April 14. Creswell previously worked with Countplus ...|
|Count Financial has launched a series of back-end tech integrations to improve adviser efficiencies and deliver better experiences for clients. The new integrations have helped save the licensee thousands of man-hours. Countplus chief executive and ...|
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Senator Jane Hume is allowing candidates who have failed the Financial Adviser Standards and Ethics Authority (FASEA) exam twice to re-sit it in 2022.
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The industry fund has appointed a general manager of brand and marketing.
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The government has passed legislation that will see the establishment of an independent body that will review the effectiveness of both the Australian Securities and Investments Commission (ASIC) and the Australian Prudential Regulation Authority (APRA).
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Westpac has decided to retain its New Zealand business after reviewing the feasibility of the 160-year-old division and the impact of increased capital requirements.
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