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Showing 71 - 80 of 567 results for %22Commonwealth Financial Planning%22

CountPlus to continue acquisition spree

ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
... subsidiary Count Financial. As at September 30, there are 1732 Count Financial client remediation matters as assessed by Commonwealth Bank with the bank providing $1.735 million in payments and a $300 million indemnity to cover past conduct. As a result ...

Fastest-growing AFSLs in the country

KANIKA SOOD  |  FRIDAY, 30 OCT 2020
... most adviser registrations cease: AMP Financial Planning (376), National Australia Bank (375), Commonwealth Financial Planning (247) and Australia and New Zealand Banking Group (231). Adviser market share Despite the recent growth numbers, the largest ...

Count Financial faces class action

ANNABELLE DICKSON  |  FRIDAY, 4 SEP 2020
... years. This is not the only class action CBA may face as the law firm also called on clients from Commonwealth Financial Planning and Financial Wisdom. In addition, Piper Alderman is interested in clients from AMP Financial Planning, Charter Financial ...

Challenges on the horizon for CountPlus

ANNABELLE DICKSON  |  FRIDAY, 28 AUG 2020
... embedded, and a future-ready client centric advice model takes place," he said. After buying back Count Financial from Commonwealth Bank last year, 101 advisers left. However, over the same period a further 46 advisers came on board. Of the 101 advisers ...

FSC calls for scaled advice model

ALLY SELBY  |  TUESDAY, 11 AUG 2020
... sectors - financial services," she said. "By implementing the reforms raised in this report, the National Cabinet and Commonwealth Government can get the best bang for the nation's buck and get Australia back on its feet." Other recommendations in the ...

AMP, CBA, Westpac face potential class action

ELIZA BAVIN  |  TUESDAY, 11 AUG 2020
... Planning, Charter Financial Planning and Hillross Financial Services. From CBA, the firm is looking at Commonwealth Financial Planning, Count Financial and Financial Wisdom. From Westpac, the firm is focused on Westpac Bank, Securitor Financial Group ...

AMP, BT and CBA to face class action

ELIZABETH MCARTHUR  |  FRIDAY, 31 JUL 2020
... Shine are CommInsure life or income protection policy holders who got their insurance through Commonwealth Financial Planning, Financial Wisdom, Count Financial or BW Financial Advice. The class action against AMP has been filed in the Federal Court. ...

CBA ups remediation bill for advice

ELIZA BAVIN  |  THURSDAY, 30 JUL 2020
... its customers of its aligned advice businesses including Count Financial, Financial Wisdom and Commonwealth Financial Planning. "The estimates of provisions for customer remediation payments in relation to ongoing service fees have been revised to reflect ...

Almost 2000 advisers gone so far in 2020

ELIZABETH MCARTHUR  |  TUESDAY, 21 JUL 2020
... added one adviser total over the six month period. The data does not show how many advisers IOOF picked up from ANZ. Commonwealth Bank also shed 99 advisers and the SMSF Adviser Network lost 84. National Australia Bank's advisers went from 350 to ...

Sam Henderson in court over phantom degree

KANIKA SOOD  |  WEDNESDAY, 10 JUN 2020
... Centre Local Court yesterday. Henderson did not enter a guilty plea and the matter will be next heard on August 4. The Commonwealth Director of Public Prosecutions is prosecuting this matter, following a referral of a brief of evidence from ASIC. Each ...