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Showing 21 - 30 of 212 results for %22Financial Wisdom%22

ClearView adds advice growth role

ANNABELLE DICKSON  |  THURSDAY, 15 APR 2021
... Mantineo has also served as a business growth manager at ANZ Wealth and a senior practice development manager at Financial Wisdom. In his new role, Mantineo will be responsible for adviser recruitment at Matrix Planning Solutions and LaVista Licensee ...

Chief economist update: Overvaluation tests FOMO and TINA trades

BENJAMIN ONG  |  MONDAY, 1 FEB 2021
... do not think that we are currently in the late stages of a broad-based bubble in risky assets." But as the Australian Financial Review reports: "...Bank of Montreal chief economist Doug Porter said the Reddit army's attack on GameStop and other highly ...

Dealer service provider adds former MLC advice firm

KANIKA SOOD  |  WEDNESDAY, 2 DEC 2020
... their own shops and seek a licensee support solutions provider. Its other recent additions include two former Financial Wisdom practices Lifepath Financial Planning and Parish Financial. It says three more former bank-aligned practices are set to join ...

Super SA hires former Elders manager

ELIZABETH MCARTHUR  |  MONDAY, 26 OCT 2020
... However, in May 2016 he was made redundant. Earlier in his career, Ward was practice development manager with Financial Wisdom from 2004 to 2007.

ASX director retires

ALLY SELBY  |  WEDNESDAY, 30 SEP 2020
... November 2011 and November 2014. He also worked with Bankers Trust Australia from 1981 to 1999, where he served as head of financial markets. After his 18 year tenure with Bankers Trust, Warne worked with the Australian Office of Financial Management ...

Financial advice firms facing failure: Dynamic Asset Consulting

ELIZA BAVIN  |  MONDAY, 28 SEP 2020
Dynamic Asset Consulting (DAC) has warned that financial advisers are putting their businesses and their clients at serious risk by implementing traditional strategic asset allocation (SAA) portfolios. DAC portfolio manager Jerome Lander said most Australian ...

Count Financial faces class action

ANNABELLE DICKSON  |  FRIDAY, 4 SEP 2020
... 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 Planning and Hillross ...

AMP, CBA, Westpac face potential class action

ELIZA BAVIN  |  TUESDAY, 11 AUG 2020
... 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 and Magnitude Group. "Each of these institutions ...

AMP, BT and CBA to face class action

ELIZABETH MCARTHUR  |  FRIDAY, 31 JUL 2020
... 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. Shine said ...

CBA ups remediation bill for advice

ELIZA BAVIN  |  THURSDAY, 30 JUL 2020
... 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 relation to ongoing ...