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Showing 51 - 60 of 212 results for %22Financial Wisdom%22

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

HARRISON WORLEY  |  TUESDAY, 12 MAR 2019
... bank needs to use in proving an annual review was provided 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 ...

ASIC bans former NAB, CBA advisers

JAMIE WILLIAMSON  |  THURSDAY, 24 JAN 2019
... regulator also banned Matthew Geappen of Hobart for five years for life insurance churning. While authorised by CBA's Financial Wisdom, Geappen was found to have advised clients to switch from one insurance product to another, allowing him to generate ...

CFS tops up Morgan Stanley mandate

KANIKA SOOD  |  WEDNESDAY, 9 JAN 2019
... Mercer SmartPath delivered 5.9% p.a. Colonial First State is set to demerge from CBA alongside Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority shareholdings in ASX-listed CountPlus and Mortgage Choice - together termed as ...

CFS swaps global equities managers

KANIKA SOOD  |  FRIDAY, 14 DEC 2018
... hiring for an asset allocation role. Colonial First State is set to demerge from CBA alongside Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority shareholdings in ASX-listed CountPlus and Mortgage Choice - together termed as ...

CBA sells CFSGAM, new wealth business chief executive appointed

KANIKA SOOD  |  WEDNESDAY, 31 OCT 2018
... chief financial officer for its wealth business, NewCo, which will include Colonial First State, Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority shareholdings in ASX-listed CountPlus and MortgageChoice. SocietyOne managing ...

Intra-fund advice conflicted: Royal Commission

KARREN VERGARA  |  THURSDAY, 16 AUG 2018
... long and messy process. Chun was grilled on intra-fund advice - an arrangement between CFS (the trustee) and Financial Wisdom, a CBA-aligned licensee that provides intra-fund advice to members of CFS superannuation. Behind this structure are grandfathered ...

CBA readies wealth demerger, records $9.2bn cash profit

DARREN SNYDER  |  WEDNESDAY, 8 AUG 2018
... results for businesses which include Colonial First State, CFS Global Asset Management (CFSGAM), Count Financial, Financial Wisdom and Aussie Home Loans. CFSGAM recorded net outflows of more than $25 billion, while the CFS super and investments business ...

Australian Unity expands investment bond offering

KARREN VERGARA  |  TUESDAY, 24 JUL 2018
... was head of advice development at Colonial First State and also held senior roles at Commonwealth Bank's Financial Wisdom dealer group.

HSBC quietly exits financial advice

KARREN VERGARA  |  THURSDAY, 5 JUL 2018
... the CFS Group - Colonial First State, Colonial First State Global Asset Management (CFSGAM), Count Financial, Financial Wisdom and Aussie Home Loans will operate separately. CBA will however retain Commonwealth Financial Planning which will sit within ...

Trade-off needed on existing adviser standards: Fox

JAMIE WILLIAMSON  |  WEDNESDAY, 4 JUL 2018
The former chief executive of the Association of Financial Advisers believes a practical trade-off is required in order for the Financial Adviser Standards and Ethics Authority to meet its "mutually exclusive" goals for increasing industry professionalism. ...