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Search ResultsShowing 1 - 10 of 66 results for "Charter 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 ...
Former AMP adviser sentenced
ELIZABETH MCARTHUR  |  FRIDAY, 27 MAR 2020
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 ...
AMP faces fresh class action
ALLY SELBY  |  WEDNESDAY, 12 FEB 2020
... 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 ...
ASIC bans former Charter, NAB adviser
KANIKA SOOD  |  WEDNESDAY, 8 JAN 2020
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' ...
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