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|Search Results||Showing 1 - 10 of 100+ results for "Financial Wisdom"|
|... 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 ...|
|... 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. ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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.|
|... 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. ...|
|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 ...|
|... 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 ...|
Early Release of Super payments surged around $7 billion in the first week of July, according to Treasury estimates, but this may not be a reason to panic.
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Funds from IOOF, Vanguard and Fiducian figure among the top-five performers among wholesale funds, in the latest Rainmaker Information tables to May end.
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Pengana Capital's national sales manager for private banking and wealth has left the firm after more than five years, setting his eyes on a new life in sunny Queensland.
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In a new paper from Actuaries Institute, Anthony Asher argues financial advice can be made cheaper if the Australian Taxation Office (ATO) provides some of the data necessary for good advice.
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