Search ResultsShowing 41 - 50 of 100+ results for "Commonwealth Financial Planning"
Morningstar reappointed as CBA advice research provider
KERRIE SYDEE  |  FRIDAY, 24 JUN 2016
... Australasia as primary investment research provider for its wealth management advice licensees - Commonwealth Financial Planning, Financial Wisdom and BW Financial Advice. From 1 September 2016, Morningstar will now also provide research to Count Financial. ...
Banned former CBA planner charged with forgery
MARK SMITH  |  TUESDAY, 17 MAY 2016
A banned former Commonwealth Financial Planning adviser has been charged for forging client documents. Following an ASIC investigation, Gold Coast man Ricky David Gillespie, 38, has appeared in the Southport Magistrates Court on one rolled-up charge ...
CBA announces new Board of Advice Companies director
KERRIE SYDEE  |  FRIDAY, 6 MAY 2016
... Commonwealth Bank has announced a new non-executive director to the Board of Advice Companies - Commonwealth Financial Planning, BW Financial Advice, Financial Wisdom and Count Financial. Robert Bransby, who commenced the role in April, has more than ...
Former CFP GM joins industry super fund
DARREN SNYDER  |  FRIDAY, 15 APR 2016
Former Commonwealth Financial Planning (CFP) general manager Harry Mitchell has signed on as an industry superannuation fund chief executive, joining Mine Wealth + Wellbeing from May. Mitchell led CFP for three-and-a-half years and entered the position ...
Advice GM leaves ANZ
ALEX BURKE  |  TUESDAY, 9 FEB 2016
... Financial Planning and all aligned dealer groups. Prior to ANZ, Younger was the general manager of Commonwealth Financial Planning. He held a similar role at BT Financial Group before that, and has also held senior positions at Securitor and AMP. Commenting ...
More CBA-aligned advisers under scrutiny
DARREN SNYDER  |  THURSDAY, 17 DEC 2015
Client files of an additional 17 advisers at Commonwealth Financial Planning (CFPL) and Financial Wisdom (FWL) are to be reviewed for potential inclusion in a compensation program. This is the key finding in KordaMentha Forensic's second report on past ...
CBA makes senior advice appointment from AMP
ALEX BURKE  |  WEDNESDAY, 9 DEC 2015
... director at Hillross. He has also held positions at Optus, Vodafone and PwC. At CBA, he will manage Commonwealth Financial Planning and BW Financial Advice. "Hugh has more than 15 years' experience in the financial services and telecommunications industries ...
Advice M&A deals boom after years of stagnation
LAURA MILLAN  |  FRIDAY, 20 NOV 2015
... stagnation. Before 2014, "big banks were buying everything that was on the market." But when the Commonwealth Financial Planning scandal broke in 2014, they stopped buying. This, combined with the uncertainty around the grandfathering provision in the ...
Report confirms failed CBA compensation
LAURA MILLAN  |  THURSDAY, 23 APR 2015
... under the Australian Securities and Investments Commission (ASIC) enforceable undertaking to Commonwealth Financial Planning (CFPL) and Financial Wisdom (FWL) in 2011. Despite being under ASIC's surveillance, in 3,452 of the 4,330 cases assessed in the ...
ASIC bans Commonwealth Financial Planning employee
DARREN SNYDER  |  WEDNESDAY, 1 APR 2015
ASIC has banned Commonwealth Financial Planning employee Rebecca Locksley from providing financial services for 18 months, after finding she created false documents for client files. Locksley of Merewether, New South Wales, was the servicing planner ...
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