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Search ResultsShowing 1 - 10 of 100+ results for "Commonwealth Financial Planning"
Almost 3000 advisers gone in 2020
ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
... wake of the Royal Commission, National Australia Bank lost 245 advisers; ANZ Group lost 162 and Commonwealth Financial Planning lost 125. Merit Wealth was down 55 advisers, PricewaterhouseCoopers Securities went from 56 to just two financial advisers ...
Shadforth executive moves to Akambo
ELIZABETH MCARTHUR  |  FRIDAY, 4 DEC 2020
... than 25 years of experience in financial services and financial advice, starting his career at Commonwealth Financial Planning.
Count Financial faces class action
ANNABELLE DICKSON  |  FRIDAY, 4 SEP 2020
... years. This is not the only class action CBA may face as the law firm also called on clients from Commonwealth Financial Planning and Financial Wisdom. In addition, Piper Alderman is interested in clients from AMP Financial Planning, Charter Financial ...
AMP, CBA, Westpac face potential class action
ELIZA BAVIN  |  TUESDAY, 11 AUG 2020
... Planning, Charter Financial Planning and Hillross Financial Services. From CBA, the firm is looking at Commonwealth Financial Planning, Count Financial and Financial Wisdom. From Westpac, the firm is focused on Westpac Bank, Securitor Financial Group ...
AMP, BT and CBA to face class action
ELIZABETH MCARTHUR  |  FRIDAY, 31 JUL 2020
... Shine are CommInsure life or income protection policy holders who got their insurance through Commonwealth Financial Planning, Financial Wisdom, Count Financial or BW Financial Advice. The class action against AMP has been filed in the Federal Court. ...
CBA ups remediation bill for advice
ELIZA BAVIN  |  THURSDAY, 30 JUL 2020
... its customers of its aligned advice businesses including Count Financial, Financial Wisdom and Commonwealth Financial Planning. "The estimates of provisions for customer remediation payments in relation to ongoing service fees have been revised to reflect ...
Three advisers cop ASIC bans
KANIKA SOOD  |  WEDNESDAY, 20 NOV 2019
... most recently employed at Neo Wealth Solutions until October end. He has previously worked at Commonwealth Financial Planning and Westpac. The ban runs until November 2024. Lastly, ASIC banned Lawrence Dean O'Neill for four years. He spent 10 years at ...
Adviser moves show industry upheaval
ELIZABETH MCARTHUR  |  TUESDAY, 5 NOV 2019
... movements across advice dealer groups in just the last three months. From July to October end, Commonwealth Financial Planning lost over 100 advisers, going from 568 to 447. Financial Wisdom, which is in the process of shuttering, lost 93 advisers, down ...
CommSec responds to sale rumours
ELIZABETH MCARTHUR  |  TUESDAY, 17 SEP 2019
... under advice. CBA's advice businesses are split across its business bank (CommSec), business bank (Commonwealth Financial Planning)and NewCo (Financial Wisdom). CBA recently offloaded Count Financial to CountPlus for $2.5 million with a $200 million ...
Down but not out: Top advisers adapt
ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
... Westpac's exit, a further 147 former Westpac advisers have so far failed to join another licensee. Commonwealth Financial Planning shed 213 advisers, while Count Financial - recently sold to CountPlus - lost 74. Godfrey Pembroke dropped 40 advisers in ...
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