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

Search Results

Showing 31 - 40 of 100+ results for "Financial Wisdom"

ASIC bans former NAB, CBA advisers

JAMIE WILLIAMSON  |  THURSDAY, 24 JAN 2019
... regulator also banned Matthew Geappen of Hobart for five years for life insurance churning. While authorised by CBA's Financial Wisdom, Geappen was found to have advised clients to switch from one insurance product to another, allowing him to generate ...

CFS tops up Morgan Stanley mandate

KANIKA SOOD  |  WEDNESDAY, 9 JAN 2019
... Mercer SmartPath delivered 5.9% p.a. Colonial First State is set to demerge from CBA alongside Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority shareholdings in ASX-listed CountPlus and Mortgage Choice - together termed as ...

CFS swaps global equities managers

KANIKA SOOD  |  FRIDAY, 14 DEC 2018
... hiring for an asset allocation role. Colonial First State is set to demerge from CBA alongside Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority shareholdings in ASX-listed CountPlus and Mortgage Choice - together termed as ...

CBA sells CFSGAM, new wealth business chief executive appointed

KANIKA SOOD  |  WEDNESDAY, 31 OCT 2018
... chief financial officer for its wealth business, NewCo, which will include Colonial First State, Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority shareholdings in ASX-listed CountPlus and MortgageChoice. SocietyOne managing ...

Intra-fund advice conflicted: Royal Commission

KARREN VERGARA  |  THURSDAY, 16 AUG 2018
... long and messy process. Chun was grilled on intra-fund advice - an arrangement between CFS (the trustee) and Financial Wisdom, a CBA-aligned licensee that provides intra-fund advice to members of CFS superannuation. Behind this structure are grandfathered ...

CBA readies wealth demerger, records $9.2bn cash profit

DARREN SNYDER  |  WEDNESDAY, 8 AUG 2018
... results for businesses which include Colonial First State, CFS Global Asset Management (CFSGAM), Count Financial, Financial Wisdom and Aussie Home Loans. CFSGAM recorded net outflows of more than $25 billion, while the CFS super and investments business ...

Australian Unity expands investment bond offering

KARREN VERGARA  |  TUESDAY, 24 JUL 2018
... was head of advice development at Colonial First State and also held senior roles at Commonwealth Bank's Financial Wisdom dealer group.

HSBC quietly exits financial advice

KARREN VERGARA  |  THURSDAY, 5 JUL 2018
... the CFS Group - Colonial First State, Colonial First State Global Asset Management (CFSGAM), Count Financial, Financial Wisdom and Aussie Home Loans will operate separately. CBA will however retain Commonwealth Financial Planning which will sit within ...

CBA restructures executive leadership

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
... Group including Colonial First State, Colonial First State Global Asset Management (CFSGAM), Count Financial, Financial Wisdom and Aussie Home Loans. Cohen will also be responsible for strengthening the bank's customer relations and customer advocacy ...

CBA to demerge CFS, mulls further CommInsure sell-off

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
... Group will comprise Colonial First State, Colonial First State Global Asset Management (CFSGAM), Count Financial, Financial Wisdom and Aussie Home Loans. Commonwealth Financial Planning will be retained by the bank and form part of its consumer financial ...