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Showing 1 - 10 of 151 results for "Financial Wisdom"

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 ...

Disqualified adviser convicted of managing company

KARREN VERGARA  |  FRIDAY, 17 DEC 2021
... 2012. Between September 1992 and June 1996, she was a securities representative with Commonwealth Bank's Financial Wisdom and in February 2004 she became an authorised representative of ANZ-owned Millenium3.

Profit boost for CBA, ups remediation bill

KARREN VERGARA  |  WEDNESDAY, 11 AUG 2021
... Colonial First State Investments (CFSI). The advice class action relates to Commonwealth Financial Planning, Financial Wisdom and CommInsure, which alleges that advisers failed to act in customers' best interest when recommending life insurance products. ...

New AIA advice unit names chief executive

KARREN VERGARA  |  FRIDAY, 30 JUL 2021
... gradually withdrawn from the advice sector since 2019 when it offloaded Count Financial to CountPlus and terminated Financial Wisdom. AIA Financial Wellbeing will operate under a separate AFSL to AIA Australia, offering personal advice to customers of ...
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