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|Showing 61 - 70 of 100+ results for "Count Financial"|
|... the Australian Unity Wealth and Capital Markets executive team. He was formerly the acting chief executive of Count Financial. Csavas is primarily responsible for identifying opportunities to strengthen and grow Australian Unity's independent financial ...|
|... management . Under 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 ...|
|The former acting chief executive of Count Financial is taking on a newly-created leadership role within Australian Unity's financial advice business. Michael Csavas is joining Australian Unity as general manager, self-employed advice; a new role ...|
|... demerger of the CFS Group including Colonial First State, Colonial First State Global Asset Management (CFSGAM), Count Financial, Financial Wisdom and Aussie Home Loans. Cohen will also be responsible for strengthening the bank's customer relations and ...|
|... business, CFS Group will comprise Colonial First State, Colonial First 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 ...|
|... while bearing the Royal Commision's first testimony from an affected party. Dead clients were charged fees by Count Financial in three cases identified by the bank in 2015, CBA executive general manager, Commonwealth Private Marianne Perkovic acknowledged. ...|
|... Dead advice clients slugged ongoing service fees Day four of the Commission saw the Commonwealth Bank admit its Count Financial subsidiary charged ongoing service fees to clients it knew had passed away. Providing testimony, CBA executive general manager ...|
|... Private Marianne Perkovic acknowledged that on at least three separate occasions authorised representatives of Count Financial were identified in 2015 for continuing to charge ongoing service fees to clients that had died. Referring to a document from ...|
|... 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 said that as at 31 December 2017 ...|
|... 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 on the CBA programs for ...|
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Senator Jane Hume is allowing candidates who have failed the Financial Adviser Standards and Ethics Authority (FASEA) exam twice to re-sit it in 2022.
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The industry fund has appointed a general manager of brand and marketing.
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The government has passed legislation that will see the establishment of an independent body that will review the effectiveness of both the Australian Securities and Investments Commission (ASIC) and the Australian Prudential Regulation Authority (APRA).
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Westpac has decided to retain its New Zealand business after reviewing the feasibility of the 160-year-old division and the impact of increased capital requirements.
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