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Search ResultsShowing 1 - 10 of 100+ results for "AMP Financial Planning"
New appointment to TAA board
ELIZABETH MCARTHUR  |  THURSDAY, 2 JUL 2020
... secretary and a director of Invest Blue, has joined the board. Invest Blue is an advice firm licensed by AMP Financial Planning. TAA represents AMP Financial Planning and Hillross financial advisers, and its board is made up of representatives from both ...
Calls to investigate treatment of AMP advisers
ELIZABETH MCARTHUR  |  FRIDAY, 26 JUN 2020
... the AMP BOLR changes. Last year AMP made changes to its BOLR agreements, which guarantee the value of AMP Financial Planning client books, reducing them from four times annual revenue to two and a half times annual revenue. "This decision has drastically ...
Adviser banned for five years
ELIZA BAVIN  |  TUESDAY, 26 MAY 2020
... which is owned by National Australia Bank, from January 2012 to November 2012. He was then licensed by AMP Financial Planning for one month from December 2012 to January 2013. He was with Chubb Insurance Australia from January 2013 to June 2013, followed ...
Advice groups criticise rushed legislation
ELIZABETH MCARTHUR  |  WEDNESDAY, 4 MAR 2020
... advisers and mortgage brokers," the AFA said. Meanwhile The Advisers Association (TAA), formed when the AMP Financial Planning association merged with Hillross Financial Services association, called the legislation "rushed" and said it was likely to ...
De Ferrari unaware of legal action
ELIZA BAVIN  |  THURSDAY, 13 FEB 2020
... will move quickly. In addition, Shine lawyers confirmed it will imminently file charges against AMP Life, AMP Financial Planning and two of its financial planning subsidiaries; Charter Financial Planning and Hillross Financial Planning. Shine said it ...
AMP faces fresh class action
ALLY SELBY  |  WEDNESDAY, 12 FEB 2020
... financial advice. The class action firm said it would imminently file the charges against AMP Life Limited, AMP Financial Planning and two of its financial planning subsidiaries Charter Financial Planning and Hillross Financial Services. The class action ...
Advice industry compresses
ELIZABETH MCARTHUR  |  TUESDAY, 11 FEB 2020
... 12 months to December 2019 to 12,976. Meanwhile non-insto aligned advisers only fell by 5% to 11,083. AMP Financial Planning remains the largest licensee followed by SMSF Advisers Network, Charter, Morgans and Synchronised Business Services. AMP and ...
AMP to pay $5m for churn
JAMIE WILLIAMSON  |  WEDNESDAY, 5 FEB 2020
... interests duty by engaging in insurance churn. In a case brought in June 2018, ASIC alleged that a number of AMP Financial Planning advisers engaged in 'rewriting conduct' - providing advice that results in the cancellation of the client's ...
What you read in 2019: Financial advice
JAMIE WILLIAMSON  |  THURSDAY, 19 DEC 2019
... Alex Wade told Financial Standard AMP had done all that was legally required of it in consulting with the AMP Financial Planning Association on the changes - a claim the AMPFPA was quick to shoot down. 8. Government extends FASEA deadline At the close ...
AMPFP ceases MDA services
ELIZABETH MCARTHUR  |  WEDNESDAY, 18 DEC 2019
AMP Financial Planning has ceased providing managed discretionary account services following the imposition of tailored licence conditions by ASIC. ASIC tailored AMPFP's MDA licence conditions in March this year - the extra conditions meant a senior ...
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