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Showing 51 - 60 of 100+ results for "Financial Wisdom"

AFA Rising Star finalists announced

KERRIE SYDEE  |  TUESDAY, 27 SEP 2016
... Story - AMP Financial Planning Maritza Kriel - Synchron Gregory Adam Bloom - Yellow Brick Road Erin Truscott - Financial Wisdom The winner will be announced at the AFA National Conference in Canberra on 7 October 2016.

Morningstar reappointed as CBA advice research provider

KERRIE SYDEE  |  FRIDAY, 24 JUN 2016
... 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. The reappointment ...

CBA offers more than $4m in compensation

KERRIE SYDEE  |  THURSDAY, 2 JUN 2016
... notes that there have been "several challenges associated with the collection of advice files" especially for Financial Wisdom Limited customers of former Financial Wisdom Limited advisers who have moved on to new roles.

CBA announces new Board of Advice Companies director

KERRIE SYDEE  |  FRIDAY, 6 MAY 2016
... 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 25 years' experience in the financial ...

AZ NGA acquires third CBA practice

ALEX BURKE  |  FRIDAY, 4 MAR 2016
... advisers, six paraplanners and nine client service officers. Prior to the AZ NGA acquisition it operated under the Financial Wisdom licence, and won the Financial Wisdom Practice of the Year award in 2005, 2006, 2008, 2009 and 2015. As with previous ...

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
... chair for the board of its advice companies, which comprise Commonwealth Financial Planning, BW Financial Advice, Financial Wisdom and Count Financial. Anne Templeman-Jones will replace CBA wealth management group executive Annabel Spring, who will continue ...

AZ NGA acquires sixth practice

ALEX BURKE  |  THURSDAY, 26 NOV 2015
... Barrett's AZ Next Generation Advisory has acquired an advice firm operating under the Commonwealth Bank-owned Financial Wisdom licence. Harvest Wealth is AZ NGA's sixth acquisition, following Pride Advice, CBA-aligned practices Eureka Whittaker Macnaught ...

Women program to reach all CBA advisers

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
... education program to all of its 600 employed planners. The program, which has been trialled with 110 advisers from Financial Wisdom and Count Financial, educates advisers about women's unique financial needs. Planners are taught about demographic, lifestyle ...

CBA's advice review compensates 19 clients

LAURA MILLAN  |  WEDNESDAY, 30 SEP 2015
... progress has been made in retrieving customer files of CFPL customers, the retrieval of files for customers of [Financial Wisdom Limited] FWL advisers remains a challenge for the Bank." Promontory said that as of 19 August CBA "was still retrieving hard-copy ...