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Showing 1 - 10 of 92 results for "Charter Financial Planning"

AMP completes advice licensees sale

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... owners unveil a revamped leadership team. Some 950 advisers across AMP Financial Planning, Hillross, and Charter Financial Planning now have a new home at Entireti and AZ NGA. The group, including Jigsaw, is temporarily known as NewCo as the new owners ...

AMP sells advice licensees to Entireti, AZ NGA

JAMIE WILLIAMSON  |  THURSDAY, 8 AUG 2024
... $15 million. Entireti, formerly Fortnum Private Wealth, and AZ NGA will pay $10.2 million to acquire Charter Financial Planning, Hillross, AMP Financial Planning and support firm Jigsaw. To do so, it will form a joint venture entity, currently known ...

Advisers shun major institutions, 500 exit: Rainmaker

KARREN VERGARA  |  WEDNESDAY, 24 JUL 2024
... attracting the lion's share were Alliance Wealth, Interprac, Shaw and Partners, Synchron Advice, and Charter Financial Planning. Rainmaker calculated a total of 15,825 financial advisers registered with ASIC, down 1.6% from June 2023. The population ...

Adviser numbers plateau

KARREN VERGARA  |  THURSDAY, 18 APR 2024
... Financial's 423 and Count's 350 advisers. Interprac Financial Planning (326), Alliance Wealth (318), Charter Financial Planning (294), Consultum Financial Advisers (287), Lifespan Financial Planning (282), Synchron (260), and Ord Minnett (259) ...

Adviser numbers stable at 15,650

KARREN VERGARA  |  MONDAY, 15 JAN 2024
... Interprac Financial Planning had 331 employed advisers. Count Financial (310), Alliance Wealth (302), Charter Financial Planning (300), Consultum Financial Advisers (295), Lifespan Financial Planning (278), Ord Minnett (258), and Synchron Advice (257) ...

FY23 farewells 700 advisers

KARREN VERGARA  |  FRIDAY, 14 JUL 2023
... at 268. Before it was acquired by WT Financial Group, Synchron had 422 advisers at the end of 2021. Charter Financial Planning had 306 advisers, down 56 from 362 in FY22. Morgans Financial is the second-largest dealer group, ending FY23 with 422 advisers ...

Large AFSLs lead advice complaints: AFCA

KARREN VERGARA  |  THURSDAY, 22 JUN 2023
... 22 out of the total 81 complaints are deemed to be resolved. Commonwealth Financial Planning (53), Charter Financial Planning (43), Bridges Financial Services (18), Financial Wisdom (16), Securitor Financial Group (15), Interprac Financial Planning (11) ...

Former adviser jailed for six years

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2023
... the ASIC Financial Adviser Register. He was also previously licensed by Genesys Wealth Advisers and Charter Financial Planning.

Adviser population dropped 17% in 2022

JAMIE WILLIAMSON  |  FRIDAY, 13 JAN 2023
... Financial Planning is the largest licensee with 546 advisers, followed by Morgans Financial on 447, Charter Financial Planning with 339, Synchron with 327, and Consultum with 306. In terms of advice brands, Insignia Financial is the largest with a combined ...

Financial advice among most qualified professions: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2022
... qualifications, AMP Financial Planning comes out on top with 49%. Fortnum Private Wealth has 46% and Charter Financial Planning has 39%.
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