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Showing 71 - 80 of 136 results for "Commonwealth Financial Planning"

CBA announces new Board of Advice Companies director

KERRIE SYDEE  |  FRIDAY, 6 MAY 2016
... Commonwealth Bank has announced a new 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 ...

Former CFP GM joins industry super fund

DARREN SNYDER  |  FRIDAY, 15 APR 2016
Former Commonwealth Financial Planning (CFP) general manager Harry Mitchell has signed on as an industry superannuation fund chief executive, joining Mine Wealth + Wellbeing from May. Mitchell led CFP for three-and-a-half years and entered the position ...

Advice GM leaves ANZ

ALEX BURKE  |  TUESDAY, 9 FEB 2016
... Financial Planning and all aligned dealer groups. Prior to ANZ, Younger was the general manager of Commonwealth Financial Planning. He held a similar role at BT Financial Group before that, and has also held senior positions at Securitor and AMP. Commenting ...

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
... director at Hillross. He has also held positions at Optus, Vodafone and PwC. At CBA, he will manage Commonwealth Financial Planning and BW Financial Advice. "Hugh has more than 15 years' experience in the financial services and telecommunications industries ...

Advice M&A deals boom after years of stagnation

LAURA MILLAN  |  FRIDAY, 20 NOV 2015
... stagnation. Before 2014, "big banks were buying everything that was on the market." But when the Commonwealth Financial Planning scandal broke in 2014, they stopped buying. This, combined with the uncertainty around the grandfathering provision in the ...

Report confirms failed CBA compensation

LAURA MILLAN  |  THURSDAY, 23 APR 2015
... started under the Australian Securities and Investments Commission (ASIC) enforceable undertaking to Commonwealth Financial Planning (CFPL) and Financial Wisdom (FWL) in 2011. Despite being under ASIC's surveillance, in 3,452 of the 4,330 cases assessed ...

ASIC bans Commonwealth Financial Planning employee

DARREN SNYDER  |  WEDNESDAY, 1 APR 2015
ASIC has banned Commonwealth Financial Planning employee Rebecca Locksley from providing financial services for 18 months, after finding she created false documents for client files. Locksley of Merewether, New South Wales, was the servicing planner ...

CBA rolls out IRESS systems to all advice groups

LAURA MILLAN  |  WEDNESDAY, 11 MAR 2015
... agreement will see IRESS tools and systems implemented in all of the group's licensees, including Commonwealth Financial Planning, Bankwest Financial Advice and Financial Wisdom. "This investment in technology will help us secure and enhance the financial ...

Advice M&A activity set to soar in 2015

LAURA MILLAN  |  MONDAY, 9 MAR 2015
... Group. At the same time, the reputation of large dealer groups was largely affected by scandals at Commonwealth Financial Planning and Macquarie Private Wealth. AMP shut down the Genesys dealership and Suncorp's Guardian Advice license had conditions ...