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Showing 1 - 10 of 154 results for "Financial Wisdom"

CBA updates on class actions, governance review

ELIZA BAVIN | WEDNESDAY, 11 FEB 2026

... one of its advice class actions. The action was filed in 2020 against Commonwealth Financial Planning (CFP), Financial Wisdom Limited (FWL) and CMLA. The claim related to certain CMLA life insurance policies recommended to clients by financial advisers. ...

CBA sets aside $52m for remediation

ELIZA BAVIN | WEDNESDAY, 13 AUG 2025

... the advice space, CBA gave an update on the class action filed against Commonwealth Financial Planning (CFP), Financial Wisdom (FWL) and CMLA in August 2020 relating to CMLA life insurance policies recommended by financial advisers appointed by CFP and ...

BlackRock's Chantal Giles expands role

ELIZABETH FRY | THURSDAY, 30 JAN 2025

... she looked after many of its superannuation fund relationships. Before joining BlackRock, she was employed with Financial Wisdom as a financial planner, assisting clients with their investment manager decisions and wealth creation strategies.

South Australian financial adviser slapped with seven-year ban

ANDREW MCKEAN | FRIDAY, 6 DEC 2024

... Advisers from June 2015 until August of this year. He's been with several licensees over the years, including Financial Wisdom for five months in 2011, Professional Investment Services for the year to December 2012, Custom Wealth Solutions Dealer Services ...

LGT Crestone takes over remainder of Commonwealth Bank's advice business

ANDREW MCKEAN | MONDAY, 11 NOV 2024

... allowing Commonwealth Financial Planning Limited-Pathways advisers to transfer elsewhere. It also wound up its Financial Wisdom licensee and transferred part of its salaried advice business to AIA Australia.

Former advisers costs CBA $1.2bn in remediation

KARREN VERGARA | WEDNESDAY, 9 AUG 2023

... lion's share related to its historical aligned adviser network. The former aligned advisers were representative of Financial Wisdom, Count Financial and Commonwealth Financial Planning Limited-Pathways. CBA sold Count Financial to Count in October 2019 ...

Large AFSLs lead advice complaints: AFCA

KARREN VERGARA | THURSDAY, 22 JUN 2023

... resolved. Commonwealth Financial Planning (53), Charter Financial Planning (43), Bridges Financial Services (18), Financial Wisdom (16), Securitor Financial Group (15), Interprac Financial Planning (11), also received a high number of complaints. RI ...

Super, advice class actions dampen CBA results

KARREN VERGARA | WEDNESDAY, 15 FEB 2023

... CBA saw an increase in the provision for aligned advice remediation for former authorised representatives from Financial Wisdom, Count Financial and Commonwealth Financial Planning of $198 million, which included charging clients fees for no service ...

Former ClearView executive in new role

CHLOE WALKER | WEDNESDAY, 13 APR 2022

... has also worked in business growth for Australia Unity and IOOF. He has also held roles with Millennium3 and Financial Wisdom. Lifespan chief executive Eugene Ardino said Mantineo's financial advice industry experience and strategic growth planning and ...

NAB tops bad advice compensation bill

KARREN VERGARA | TUESDAY, 15 FEB 2022

... Commonwealth Bank's amount hit $183.2 million thanks to bad advice from Count Financial (now owned by CountPlus), Financial Wisdom, and its Pathways division of Commonwealth Financial Planning. ANZ's $168.7 million bill was split across Financial ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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