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Showing 1 - 2 of 2 results for "FWL advisers"

CBA's advice review compensates 19 clients

LAURA MILLAN  |  WEDNESDAY, 30 SEP 2015
... in retrieving customer files of CFPL customers, the retrieval of files for customers of [Financial Wisdom Limited] FWL advisers remains a challenge for the Bank." Promontory said that as of 19 August CBA "was still retrieving hard-copy files in approximately ...

CBA forced to review poor compensation methods

LAURA MILLAN  |  MONDAY, 19 MAY 2014
... advice was not applied consistently." The bank reiterated that "it deeply regrets that a number of former CFPL and FWL advisers did not provide quality advice to some customers in the past." However, it added that Commonwealth Financial Planning "is ...
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