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Showing 41 - 50 of 142 results for "Commonwealth Financial Planning"

Commonwealth FP completes EU compliance

ELIZABETH MCARTHUR | WEDNESDAY, 12 JUN 2019

Commonwealth Financial Planning has complied with ASIC's court enforceable undertaking regarding fees for no service conduct and said it will transition to a new business model. At the end of May, ASIC received an attestation from Commonwealth Financial ...

Dealer group strengthens executive lineup

JAMIE WILLIAMSON | MONDAY, 3 JUN 2019

... was head of best advice at IOOF. He has also previously held roles with Colonial First State and Commonwealth Financial Planning. Centrepoint Alliance chief executive Angus Benbow described Cullen as a natural fit for the role. "He is a highly respected ...

Financial tech firm refocuses strategy

ELIZABETH MCARTHUR | WEDNESDAY, 29 MAY 2019

... technology company will reconfigure its strategy following an unsuccessful pilot partnership with Commonwealth Financial Planning. Intiger will refocus its strategy on developing and marketing its BOOM software after it failed to negotiate an ongoing ...

CBA, ASIC move to resolve AFSL conditions

KANIKA SOOD | WEDNESDAY, 10 APR 2019

ASIC has released the final compliance report on the conditions it placed on Commonwealth Financial Planning and Financial Wisdom in 2014. Commonwealth Bank has paid a further $2.3 million to 232 clients advised by five of its advisers, according to ...

Banks, ASIC still at war over fees-for-no-service

HARRISON WORLEY | TUESDAY, 12 MAR 2019

... to financial advice customers of Count Financial, Financial Wisdom and the Pathways division of Commonwealth Financial Planning. ASIC said it strongly disagreed with the approach of those licensees, citing how CBA used customer responses to questionnaires ...

KPMG expands advice remediation team

HARRISON WORLEY | TUESDAY, 26 FEB 2019

... plan service fee debacle was revealed during Royal Commission public hearings. Earlier this month Commonwealth Financial Planning was ordered by ASIC to stop charging ongoing service fees after it failed to provide ASIC with an attestation and acceptable ...

Commonwealth FP fails to meet EU obligations

JAMIE WILLIAMSON | MONDAY, 4 FEB 2019

Hours before the final report from the Royal Commission goes public, Commonwealth Financial Planning has been ordered by ASIC to stop charging ongoing service fees. It is also barred from entering any new ongoing service arrangements with customers. ...

Gender diversity in advice dormant

JAMIE WILLIAMSON | FRIDAY, 9 NOV 2018

... advisers. Overall, the licensees with the most women advisers are AMP, SMSF Advisers Network, Commonwealth Financial Planning, Westpac and NAB. From a geographic perspective, despite having the fewest advisers in the country, the Northern Territory has ...

Bank-owned advice firm requests ASIC extension

DARREN SNYDER | MONDAY, 22 OCT 2018

... sought an extension to complete a major report as part of its enforceable undertaking. ASIC said Commonwealth Financial Planning Limited (CFPL) recently requested an extension for Ernst & Young (EY) to produce its final report on the advice firm's remediation ...

CBA to refund dead customers, grandfathered commissions

JAMIE WILLIAMSON | TUESDAY, 9 OCT 2018

... fees charged to dead customers and rebate all grandfathered commissions charged to clients of Commonwealth Financial Planning. Taking further action to improve its wealth management business, CBA has announced it will be reviewing advice fees charged ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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