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|Search Results||Showing 51 - 60 of 100+ results for "Commonwealth Financial Planning"|
|... 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 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 ...|
|... agreement will see IRESS tools and systems implemented in all of the group's licensees, including Commonwealth Financial Planning, Bankwest Financial Advice and Financial Wisdom. "This investment in technology will help us secure and enhance the financial ...|
|... Group. At the same time, the reputation of large dealer groups was largely affected by scandals at Commonwealth Financial Planning and Macquarie Private Wealth. AMP shut down the Genesys dealership and Suncorp's Guardian Advice license had conditions ...|
|... Bank's wealth management arm. The year started with hundreds of submissions from disgruntled Commonwealth Financial Planning (CFPL) and Financial Wisdom (FW) customers being made public by the Senate Economics Committee inquiry into the performance of ...|
|... Commission (ASIC) has appointed a compliance expert to examine the performance of advisers at Commonwealth Financial Planning and Financial Wisdom. KordaMentha Forensic will review past activities by Commonwealth Bank (CBA) advisers and will report to ...|
|... initiative is part of CBA's program to compensate victims of advice given by financial planners at Commonwealth Financial Planning and Financial Wisdom. CBA also announced "an extension of the customer contact element of the program," but said that details ...|
|... Financial will be subject to higher education standards from today, joining their counterparts at Commonwealth Financial Planning and BW Financial Advice. The new standards apply to all advisers and licensee staff in supervision and monitoring roles. ...|
|Approximately 4,200 customers of Commonwealth Financial Planning (CFP) and Financial Wisdom have applied to have advice they received reviewed by the Commonwealth Bank's (CBA's) Open Advice Review program. This figure represents around 1% of customers ...|
|... that, he was advice quality manger with Colonial First State and a senior financial planner with Commonwealth Financial Planning.A Bird holds a diploma of Financial Planning. Lifeplan Funds Management head of specialised product sales Derek Emery said ...|
Early Release of Super payments surged around $7 billion in the first week of July, according to Treasury estimates, but this may not be a reason to panic.
Funds from IOOF, Vanguard and Fiducian figure among the top-five performers among wholesale funds, in the latest Rainmaker Information tables to May end.
Pengana Capital's national sales manager for private banking and wealth has left the firm after more than five years, setting his eyes on a new life in sunny Queensland.
In a new paper from Actuaries Institute, Anthony Asher argues financial advice can be made cheaper if the Australian Taxation Office (ATO) provides some of the data necessary for good advice.
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