Search ResultsShowing 41 - 50 of 100+ results for "Commonwealth Financial Planning"
CBA responds to systemic advice failures
KERRIE SYDEE  |  FRIDAY, 28 OCT 2016
... refunds with interest will be completed by June 2017. In its response CBA highlighted that in 2014 Commonwealth Financial Planning (CFPL) self-identified and reported to ASIC that some customers might not have received an annual review with their advice ...
Industry fund appoints new CSO
DARREN SNYDER  |  FRIDAY, 8 JUL 2016
... Nair spent more than three years as an executive manager in the strategic support function at Commonwealth Financial Planning (CFP), working on all aspects of the business, including strategy, performance, marketing, communications, cultural initiatives ...
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 ...
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