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|Search Results||Showing 1 - 10 of 61 results for "Charter Financial Planning"|
|... 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 ...|
|... 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 ...|
|A former authorised representative of Charter Financial Planning has been charged over what the judge described as a betrayal of his clients. Trevor Martin from Kiama on the NSW south coast was hit with 750 hours of supervised community service as part ...|
|... 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, which will claim AMP and subsidiary advisers received commissions and ...|
|A financial adviser who worked for AMP's Charter Financial Planning and NAB's GWM Adviser Services has been handed a four-year ban after the regulator reviewed a sample of his client files. David O'Brien failed to consider his clients' ...|
|... certain colleagues and superiors within the group. In particular, she names Brian Salter, Jack Regan, Charter Financial Planning managing director Neil Swindells, AMP Advice chief risk officer Pally Bargri. Cook says the treatment from the above amounts ...|
|... and for other purposes, the regulator found. At the time, Martin was an authorised representative of Charter Financial Planning, owned by AMP. He was also previously licensed by now-defunct The Salisbury Group. Martin is due to be sentenced on August ...|
|... companies. Gordon was previously licensed by AMP's Genesys Wealth Advisers from 2010 to 2014; and Charter Financial Planning between 2005 and 2010. Separately, ASIC is forcing Goldman Sachs Australia to pay $500,000 into a community fund and accepted ...|
|ASIC's wealth management project has banned a former Charter Financial Planning adviser for five years. Desmond Luplau has copped a five-year ban on the provision of financial services from the regulator for failing to act in the best interests of his ...|
|... funds under advice has resigned. AMP confirmed the departure of Neil Swindells, managing director at Charter Financial Planning. Swindells was appointed as managing director in restructure of AMP's advice businesses in March 2017. His resignation follows ...|
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There is a good chance the planned superannuation guarantee increase to 12% will be deferred again as the nation continues to struggle with the effects of COVID-19, according to Mercer senior partner David Knox.
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BetaShares' ETF that tracks crude oil futures is once again changing the length of contracts it tracks and is taking extra measures to automatically convert the ETF to all cash if oil futures drop significantly again.
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The global fund manager saw its profits tumble 196% following net outflows of close to $19 billion in the first half of this year, resulting in heavy hits to fee and commission income.
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Chi-X TraCRs and funds will now be offered on a $1.9 billion privately owned wealth management platform, granting financial advisers and their clients access to some of the world's biggest listed companies.
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