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Showing 21 - 30 of 115 results for "Hillross"

Count Financial faces class action

ANNABELLE DICKSON  |  FRIDAY, 4 SEP 2020
... Wisdom. In addition, Piper Alderman is interested in clients from AMP Financial Planning, Charter Financial Planning and Hillross Financial Services and from Westpac, Westpac Bank, Securitor Financial Group and Magnitude Group. "Each of these institutions ...

AMP, CBA, Westpac face potential class action

ELIZA BAVIN  |  TUESDAY, 11 AUG 2020
... action. From AMP, Piper Alderman is interested in clients from AMP Financial Planning, Charter Financial Planning and Hillross Financial Services. From CBA, the firm is looking at Commonwealth Financial Planning, Count Financial and Financial Wisdom. ...

AMP, BT and CBA to face class action

ELIZABETH MCARTHUR  |  FRIDAY, 31 JUL 2020
... AMP, which AMP says it will defend. The proceedings relate to financial advisers aligned with AMP Financial Planning and Hillross Financial Services. "AMPFP and Hillross are committed to complying with their obligations relating to ensuring their advisers ...

Almost 2000 advisers gone so far in 2020

ELIZABETH MCARTHUR  |  TUESDAY, 21 JUL 2020
... financial advisers remaining after starting the year with 1164. Charter Financial Planning lost a further 77 advisers and Hillross Financial Services lost 40. It lost even more advisers than ANZ which lost 134 of its 318 as the big bank exited wealth ...

New appointment to TAA board

ELIZABETH MCARTHUR  |  THURSDAY, 2 JUL 2020
... the board. Invest Blue is an advice firm licensed by AMP Financial Planning. TAA represents AMP Financial Planning and Hillross financial advisers, and its board is made up of representatives from both licensees. Prior to joining Invest Blue, Mogg worked ...

Advice groups criticise rushed legislation

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 MAR 2020
... the AFA said. Meanwhile The Advisers Association (TAA), formed when the AMP Financial Planning association merged with Hillross Financial Services association, called the legislation "rushed" and said it was likely to result in poorer outcomes for Australians. ...

De Ferrari unaware of legal action

ELIZA BAVIN  |  THURSDAY, 13 FEB 2020
... against AMP Life, AMP Financial Planning and two of its financial planning subsidiaries; Charter Financial Planning and Hillross Financial Planning. Shine said it was investigating whether the group's financial advisers breached their fiduciary and statutory ...

AMPFPA action progresses, associations merge

JAMIE WILLIAMSON  |  WEDNESDAY, 12 FEB 2020
... is anticipating a class action to be filed on behalf of its members later this month, as it gears up to merge with the Hillross Advisers Association. Speaking to Financial Standard, AMPFPA chief executive Neil Macdonald said the filing of the action ...

AMP faces fresh class action

ALLY SELBY  |  WEDNESDAY, 12 FEB 2020
... AMP Life Limited, AMP Financial Planning and two of its financial planning subsidiaries Charter Financial Planning and Hillross Financial Services. The class action, which will claim AMP and subsidiary advisers received commissions and other incentives ...

Former dealer group chief to lead Australian Ethical

HARRISON WORLEY  |  TUESDAY, 4 FEB 2020
... board. McMurdo is the former group managing director of Fitzpatricks Financial Group and a former managing director of Hillross Financial Services. McMurdo will assume his post at the investment manager on February 10. Acting chair of the Australian ...