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Showing 1 - 2 of 2 results for "David Bertram"

Federal Court reduces Wealthsure compensation

STAFF WRITER  |  TUESDAY, 3 JUN 2014
... Wealthsure will need to pay to two of its former clients. The court determined that Wealthsure, financial adviser David Bertram and its directors are "concurrent wrongdoers in relation to the loss and damage" suffered by two clients. However, the judge ...

WealthSure faces restructure after Court case

LAURA MILLAN  |  FRIDAY, 23 AUG 2013
... by former Plan B executive David John Newman. Newman was called to testify in a case involving WealthSure adviser David Bertram and declared that since he started in his new role at WealthSure "the company has terminated approximately 90 authorised representatives." ...
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