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Showing 1 - 5 of 5 results for "CBA Financial Planning"

CBA needs to"lift its game": Treasurer

LAURA MILLAN  |  MONDAY, 30 JUN 2014
... Economics Committee request to set up a Royal Commission into the cases of adviser misbehaviour within CBA Financial Planning and Financial Wisdom. The government has not yet made its position public regarding the request for a Royal Commission. Last ...

Financial Wisdom to face class action for poor advice

LAURA MILLAN  |  MONDAY, 16 JUN 2014
... remediating the advice given to customers by Don Nguyen and Anthony Awkar." "There was no obligation under the [CBA Financial Planning enforceable undertaking] CFP EU to remediate advice given by Financial Wisdom Limited advisers because the CFP EU applied ...

CBA does not address "sketchy" info allegations

LAURA MILLAN  |  THURSDAY, 29 MAY 2014
... from ASIC and CBA from May 16, which both organisations had refused to make public. It said that not all CBA Financial Planning and CBA-owned Financial Wisdom customers were offered $5,000 to pay for an independent review of their compensation, that ...

CBA and ASIC "sketchy" info delays inquiry conclusion

LAURA MILLAN  |  WEDNESDAY, 28 MAY 2014
... client remediation process described in the submission "was not applied consistently." It said that not all CBA Financial Planning and CBA-owned Financial Wisdom customers were offered $5,000 to pay for an independent review of their compensation, that ...

CBA expands adviser support for Financial Wisdom

... as a result of listening to our Advisers and working closely with them over the past few months,\" said CBA financial planning and advice services executive general manager, Brett Himbury. \"We recognise the importance of Financial Wisdom and will be ...
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