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Showing 1 - 10 of 69 results for "Charter Financial Planning"

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... ASIC's Financial Adviser Register shows. Morgans Financial (470), Synchronised Business Services (434), Charter Financial Planning (421) and Consultum Financial Planning (383) were included in the top 10 largest licensees. Consultum is part of the ...

Count Financial adds two practices

KARREN VERGARA  |  WEDNESDAY, 9 JUN 2021
... Newbold and Mark Humpries, is a boutique financial advisory firm. It previously operated under AMP's Charter Financial Planning. DMCA Advisory, which used to be part of Lonsdale and IOOF, has shifted to the Count Financial network. DMCA Advisory director ...

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... The top 10 licensees also comprise: Morgans Financial (487), Synchronised Business Services (472), Charter Financial Planning (427), Interprac Financial Planning (301), Merit Wealth (275), Lifespan Financial Planning (270) and Capstone Financial Planning ...

Almost 3000 advisers gone in 2020

ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
... most, with 12 AMP Financial Planning advisers joining the licensee. A further 10 went to AMP-aligned Charter Financial Planning and eight went to IPAC Securities. AMP-aligned dealer groups Charter and Hillross were also among the licensees to shed the ...

Fastest-growing AFSLs in the country

KANIKA SOOD  |  FRIDAY, 30 OCT 2020
... with 2% to 2.6% market share: Synchronised Business Services (521 advisers), Morgans Financial (497), Charter Financial Planning (493) and GWM Adviser Services (440).

AMP, former employee settle

KANIKA SOOD  |  WEDNESDAY, 7 OCT 2020
... by certain colleagues and superiors within the group. In particular, she named Salter, Regan, former Charter Financial Planning managing director Neil Swindells and former AMP Advice chief risk officer Pally Bargri. AMP at the time rejected the substance ...

Count Financial faces class action

ANNABELLE DICKSON  |  FRIDAY, 4 SEP 2020
... Financial Wisdom. In addition, Piper Alderman is interested in clients from AMP Financial Planning, Charter Financial Planning and Hillross Financial Services and from Westpac, Westpac Bank, Securitor Financial Group and Magnitude Group. "Each of these ...

AMP, CBA, Westpac face potential class action

ELIZA BAVIN  |  TUESDAY, 11 AUG 2020
... a potential action. From AMP, Piper Alderman is interested in clients from AMP Financial Planning, Charter Financial Planning and Hillross Financial Services. From CBA, the firm is looking at Commonwealth Financial Planning, Count Financial and Financial ...

AMP, BT and CBA to face class action

ELIZABETH MCARTHUR  |  FRIDAY, 31 JUL 2020
... Anyone who holds or previously held AMP Flexible Lifetime policies provided through AMPFP, Hillross or Charter Financial Planning advisers is being called on to join the class action along with anyone who held BT Super for Life, BT Super for Life Westpac ...

Almost 2000 advisers gone so far in 2020

ELIZABETH MCARTHUR  |  TUESDAY, 21 JUL 2020
... leaving the licensee. AMPFP now has 1011 financial advisers remaining after starting the year with 1164. Charter Financial Planning lost a further 77 advisers and Hillross Financial Services lost 40. It lost even more advisers than ANZ which lost 134 ...
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