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Showing 31 - 40 of 105 results for "Charter Financial"

Adviser exits continue, industry recruits 50

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
... followed by the SMSF Advisers Network (647), Morgans Financial (469), Synchronised Business Services (422), Charter Financial Planning (411) and Consultum Financial Advisers (375). Morgans (179), Commonwealth FP (179) and Aware Financial Services (162) ...

HESTA hires growth executive

JAMIE WILLIAMSON  |  THURSDAY, 9 SEP 2021
... with AMP and another six years with AMP thereafter. Before leaving in 2017, he served as managing director, Charter Financial Planning, ipac Financial Planning, Jigsaw and SMSF Advice. Mitchell-Adams joins the HESTA leadership team as it implements its ...

AMP sued over corporate super misconduct

JAMIE WILLIAMSON  |  FRIDAY, 30 JUL 2021
... 2019, involving AMP Superannuation, AMP Life (now Resolution Life NZ), AMP Financial Planning, AMP Services, Charter Financial Planning and Hillross Financial Services. It is alleged the misconduct saw AMP pocket more than $600,000 in financial advice ...

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... ASIC's Financial Adviser Register shows. Morgans Financial (470), Synchronised Business Services (434), Charter Financial Planning (421) and Consultum Financial Planning (383) were included in the top 10 largest licensees. Consultum is part of the ...

Count Financial adds two practices

KARREN VERGARA  |  WEDNESDAY, 9 JUN 2021
... Zerbe, Ben Newbold and Mark Humpries, is a boutique financial advisory firm. It previously operated under AMP's Charter Financial Planning. DMCA Advisory, which used to be part of Lonsdale and IOOF, has shifted to the Count Financial network. DMCA Advisory ...

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... superannuation advice. The top 10 licensees also comprise: Morgans Financial (487), Synchronised Business Services (472), Charter Financial Planning (427), Interprac Financial Planning (301), Merit Wealth (275), Lifespan Financial Planning (270) and ...

Almost 3000 advisers gone in 2020

ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
... the next most, with 12 AMP Financial Planning advisers joining the licensee. A further 10 went to AMP-aligned Charter Financial Planning and eight went to IPAC Securities. AMP-aligned dealer groups Charter and Hillross were also among the licensees to ...

Fastest-growing AFSLs in the country

KANIKA SOOD  |  FRIDAY, 30 OCT 2020
... names with 2% to 2.6% market share: Synchronised Business Services (521 advisers), Morgans Financial (497), Charter Financial Planning (493) and GWM Adviser Services (440).

AMP, former employee settle

KANIKA SOOD  |  WEDNESDAY, 7 OCT 2020
... behavior by certain colleagues and superiors within the group. In particular, she named Salter, Regan, former Charter Financial Planning managing director Neil Swindells and former AMP Advice chief risk officer Pally Bargri. AMP at the time rejected ...

Count Financial faces class action

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