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Search ResultsShowing 1 - 10 of 100+ results for "Financial Wisdom"
PPS Mutual bolsters distribution
HARRISON WORLEY  |  MONDAY, 22 JUN 2020
... reporting to the firm's Queensland state manager, Richard Hopwood. Tang is a former practice development manager for Financial Wisdom and CFP Pathways, having held that role for the past four years. Previously, he was a director and financial adviser ...
500 advisers exit during COVID-19
ELIZABETH MCARTHUR  |  THURSDAY, 23 APR 2020
... Rainmaker analysis indicates, as there were some new entries to the ASIC FAR in the same period. The shuttering Financial Wisdom lost 83 advisers in the time period, with just six left holding on. Suncorp Financial Services went from 20 advisers to three. ...
Dealer group restructures leadership
ELIZABETH MCARTHUR  |  TUESDAY, 4 FEB 2020
... detective senior sergeant with Victoria Police. He has a 15 year career in financial services, having worked at Financial Wisdom and AXA. He has also previously served ashead of financial planning at Bank of Melbourne. Michael Jones has been promoted ...
CBA wealth boss to exit
KANIKA SOOD  |  WEDNESDAY, 13 NOV 2019
... late July this year. The original plan for NewCo was for it to include Colonial First State, Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority shareholdings in ASX-listed CountPlus and Mortgage Choice. The bank later put the ...
Adviser moves show industry upheaval
ELIZABETH MCARTHUR  |  TUESDAY, 5 NOV 2019
... 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 from 322 to 229. Meanwhile, Aon Hewitt lost a significant ...
Whistleblower calls out approved product lies
ELIZA BAVIN  |  WEDNESDAY, 23 OCT 2019
... to meet their clients' needs under their best interest obligations." Mack Ballantyne, general manager of Financial Wisdom at Commonwealth Bank said: "The insurance APL provides advisers with a highly-researched shortlist that we believe would be ...
CommSec responds to sale rumours
ELIZABETH MCARTHUR  |  TUESDAY, 17 SEP 2019
... 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 indemnity.
CBA remediation bill drags performance
KARREN VERGARA  |  WEDNESDAY, 7 AUG 2019
... fees and AUM, CFSGAM's bottom line dipped 18% to $240 million. CBA also announced today it will shut down Financial Wisdom . It will additionally allow Pathways advisers to commence transitioning elsewhere. CBA paid a dividend of $4.31 per share. ...
Financial Wisdom to shut down
JAMIE WILLIAMSON  |  WEDNESDAY, 7 AUG 2019
Commonwealth Bank has confirmed it will close Financial Wisdom. It will also allow Pathways advisers to commence transitioning elsewhere. Releasing its full year results today, the bank has confirmed it will commence the assisted closure of Financial ...
ASIC reveals advice remediation progress
HARRISON WORLEY  |  THURSDAY, 1 AUG 2019
... figure was provided by Commonwealth Securities, with Commonwealth Private, Commonwealth Financial Planning, Financial Wisdom and Count Financial reporting no staff were working on the program. All CBA entities except Commonwealth Securities and Commonwealth ...
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