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Showing 31 - 40 of 212 results for %22Financial Wisdom%22

PPS Mutual bolsters distribution

HARRISON WORLEY  |  MONDAY, 22 JUN 2020
... reporting to the firm's Queensland state manager, Richard Hopwood. Tang is a former practice development manager for Financial Wisdom and CFP Pathways, having held that role for the past four years. Previously, he was a director and financial adviser ...

Advice, but not as you know it

ELIZA BAVIN  |  THURSDAY, 7 MAY 2020
... will have on the future of advice, it is fair to say it may not look the same when all's said and done. Speaking to Financial Standard chief executive of JANA, Jim Lamborn, said the advice industry was already going through a significant period of change ...

500 advisers exit during COVID-19

ELIZABETH MCARTHUR  |  THURSDAY, 23 APR 2020
... Rainmaker analysis indicates, as there were some new entries to the ASIC FAR in the same period. The shuttering Financial Wisdom lost 83 advisers in the time period, with just six left holding on. Suncorp Financial Services went from 20 advisers to three. ...

Hume calls for diversity in super fund mergers

HARRISON WORLEY  |  TUESDAY, 31 MAR 2020
... AustralianSuper and Sunsuper. In an address to the AFR Banking and Wealth Summit yesterday, Assistant Minister for Superannuation, Financial Services and Financial Technology Senator Jane Hume said the COVID-19 crisis was rapidly revealing how some industry ...

Dealer group restructures leadership

ELIZABETH MCARTHUR  |  TUESDAY, 4 FEB 2020
... detective senior sergeant with Victoria Police. He has a 15 year career in financial services, having worked at Financial Wisdom and AXA. He has also previously served ashead of financial planning at Bank of Melbourne. Michael Jones has been promoted ...

Westpac directors slammed

ALLY SELBY  |  THURSDAY, 12 DEC 2019
... anti-money laundering breaches (some related to financing child exploitation), causing chaos inside the bank and Australia's financial sector. Medd said the breaches demonstrate the bank's disregard for moral good. "The scandal that has erupted following ...

CBA wealth boss to exit

KANIKA SOOD  |  WEDNESDAY, 13 NOV 2019
... late July this year. The original plan for NewCo was for it to include Colonial First State, Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority shareholdings in ASX-listed CountPlus and Mortgage Choice. The bank later put the ...

Adviser moves show industry upheaval

ELIZABETH MCARTHUR  |  TUESDAY, 5 NOV 2019
... months. From July to October end, Commonwealth Financial Planning lost over 100 advisers, going from 568 to 447. Financial Wisdom, which is in the process of shuttering, lost 93 advisers, down from 322 to 229. Meanwhile, Aon Hewitt lost a significant ...

Whistleblower calls out approved product lies

ELIZA BAVIN  |  WEDNESDAY, 23 OCT 2019
... to meet their clients' needs under their best interest obligations." Mack Ballantyne, general manager of Financial Wisdom at Commonwealth Bank said: "The insurance APL provides advisers with a highly-researched shortlist that we believe would be ...

CommSec responds to sale rumours

ELIZABETH MCARTHUR  |  TUESDAY, 17 SEP 2019
... businesses are split across its business bank (CommSec), business bank (Commonwealth Financial Planning)and NewCo (Financial Wisdom). CBA recently offloaded Count Financial to CountPlus for $2.5 million with a $200 million indemnity.