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Search ResultsShowing 1 - 10 of 12 results for "BW Financial Advice"
AMP, BT and CBA to face class action
ELIZABETH MCARTHUR  |  FRIDAY, 31 JUL 2020
... 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. Shine said it expects to file class actions against BT ...
Commonwealth Bank refunding millions in fees for no service
JAMIE WILLIAMSON  |  MONDAY, 16 APR 2018
... Counsel Assisting 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 ...
CBA advice failures unacceptable: Comyn
DARREN SNYDER  |  FRIDAY, 13 APR 2018
... before the financial services Royal Commission tackles advice on Monday. Commonwealth Financial Planning and BW Financial Advice will pay a community benefit of $3 million as part of the EU. The advice firms' total compensation bill now sits at $88 million ...
CBA responds to systemic advice failures
KERRIE SYDEE  |  FRIDAY, 28 OCT 2016
... advice, which was integral to their ongoing service package. A similar issue was also identified with some BW Financial Advice (BWFA) customers in the same year. CBA noted that extensive work had been undertaken to identify customers that did not receive ...
Morningstar reappointed as CBA advice research provider
KERRIE SYDEE  |  FRIDAY, 24 JUN 2016
... provider for its wealth management advice licensees - Commonwealth Financial Planning, Financial Wisdom and BW Financial Advice. From 1 September 2016, Morningstar will now also provide research to Count Financial. The reappointment will see Morningstar ...
CBA announces new Board of Advice Companies director
KERRIE SYDEE  |  FRIDAY, 6 MAY 2016
... 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 25 years' experience ...
CBA makes senior advice appointment from AMP
ALEX BURKE  |  WEDNESDAY, 9 DEC 2015
... 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 with a strong track record ...
FPA retirement planning scholarships awarded
ALEX BURKE  |  TUESDAY, 29 SEP 2015
... scholarship winners are KeyPlay Financial Services' Anthony White, MyState Wealth Management's Philip Hall, BW Financial Advice's Mitchell Gallina, Aeran's Jane Campbell and Life Strategies Financial Services' Sharni Tucker. They have the option to pursue ...
Financial Wisdom and Count also subject to higher standards
LAURA MILLAN  |  THURSDAY, 23 OCT 2014
... higher education standards from today, joining their counterparts at Commonwealth Financial Planning and BW Financial Advice. The new standards apply to all advisers and licensee staff in supervision and monitoring roles. The transitioning to the new ...
CFS names new advice head
ELISE BURGESS  |  TUESDAY, 8 MAR 2011
... advice business, which includes Commonwealth Financial Planning, Financial Wisdom, Whittaker Macnaught and BW Financial Advice. Commonwealth Financial Planning alone has 815 advisers with funds under advice of $25.8 billion across 1,000 practices, according ...
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