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Showing 61 - 70 of 100+ results for "Count Financial"

Australian Unity expands investment bond offering

KARREN VERGARA  |  TUESDAY, 24 JUL 2018
... 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 ...

HSBC quietly exits financial advice

KARREN VERGARA  |  THURSDAY, 5 JUL 2018
... 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 ...

Australian Unity creates IFA leadership role

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUN 2018
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 ...

CBA restructures executive leadership

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
... 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 ...

CBA to demerge CFS, mulls further CommInsure sell-off

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
... 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 ...

RECAP: Advice in the Royal Commission spotlight (Day 4 and 5)

KANIKA SOOD  |  FRIDAY, 20 APR 2018
... 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. ...

ROYAL COMMISSION: Top stories

JAMIE WILLIAMSON  |  FRIDAY, 20 APR 2018
... 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 ...

Dead advice clients slugged ongoing service fees

JAMIE WILLIAMSON  |  THURSDAY, 19 APR 2018
... 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 ...

Commonwealth Bank refunding millions in fees for no service

JAMIE WILLIAMSON  |  MONDAY, 16 APR 2018
... 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 ...

Intiger hires global head for AI software push

KANIKA SOOD  |  THURSDAY, 29 MAR 2018
... 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 ...