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Showing 51 - 60 of 136 results for "Commonwealth Financial Planning"

CBA to demerge CFS, mulls further CommInsure sell-off

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
... State Global Asset Management (CFSGAM), Count Financial, Financial Wisdom and Aussie Home Loans. Commonwealth Financial Planning will be retained by the bank and form part of its consumer financial services business within its Retail Banking Services ...

Advice fintech shutters Sydney office

ALEX BURKE  |  TUESDAY, 15 MAY 2018
... announced it was now producing statements of advice for CBA pilot programs, which will apply to Commonwealth Financial Planning, Financial Wisdom and Count. Intiger explained it was working closely with CBA program management teams to "expand production ...

Commonwealth Bank refunding millions in fees for no service

JAMIE WILLIAMSON  |  MONDAY, 16 APR 2018
... entities, Senior Counsel Assisting Rowena Orr said between July 2007 and June 2015 clients of Commonwealth Financial Planning, BW Financial Advice and Count Financial were charged ongoing fees for advice without receiving advice. In its submissions CBA ...

CBA advice failures unacceptable: Comyn

DARREN SNYDER  |  FRIDAY, 13 APR 2018
... undertaking with ASIC - all before the financial services Royal Commission tackles advice on Monday. Commonwealth Financial Planning and BW Financial Advice will pay a community benefit of $3 million as part of the EU. The advice firms' total compensation ...

Intiger hires global head for AI software push

KANIKA SOOD  |  THURSDAY, 29 MAR 2018
... Initiger Group has also reasserted its commitment to programs announced with three CBA subsidiaries: Commonwealth Financial Planning, Count Financial and Financial Wisdom. The software provider made an announcement last month saying it had been working ...

Vertically integrated institutions failing to manage conflicts of interest

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2018
... Financial Planning; Millennium 3 Financial Services; ANZ Financial Planning; Count Financial; Commonwealth Financial Planning; GWM Adviser Services; NAB Financial Planning; Securitor Financial Group; and Westpac Financial Planning.

CBA advice compensation bill balloons

KARREN VERGARA  |  WEDNESDAY, 24 JAN 2018
... to ASIC. CBA will review the five former representatives' advice, licenced under subsidiaries Commonwealth Financial Planning and Financial Wisdom, as part of additional conditions ASIC imposed on AFSLs in August 2014. The banking and wealth group will ...

ASIC bans ex-CBA adviser for five years

KARREN VERGARA  |  THURSDAY, 18 JAN 2018
ASIC banned a former Commonwealth Financial Planning adviser from providing financial services for five years. ASIC found Kimberley Holgate advised clients to rollover their existing superannuation account to a new product issued by CBA's subsidiary ...

Big 4, AMP fork out massive compensation bill

KARREN VERGARA  |  MONDAY, 18 DEC 2017
... will refund $105 million in fees plus interest to affected customers by June 2017. In 2014, CBA's Commonwealth Financial Planning (CFPL) identified and reported to ASIC that some of its customers might not have received an annual review in paying for ...

Former BBY adviser cops 10-year ban

KARREN VERGARA  |  WEDNESDAY, 8 NOV 2017
... to appeal to the Administrative Appeals Tribunal to review ASIC's decision. Meanwhile, former Commonwealth Financial Planning financial adviser Ricky David Gillespie pleaded guilty to forging 33 client documents and is due to be sentenced next month. ...