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Search ResultsShowing 1 - 10 of 100+ results for "Financial Wisdom"
Dealer service provider adds former MLC advice firm
KANIKA SOOD  |  WEDNESDAY, 2 DEC 2020
... their own shops and seek a licensee support solutions provider. Its other recent additions include two former Financial Wisdom practices Lifepath Financial Planning and Parish Financial. It says three more former bank-aligned practices are set to join ...
Super SA hires former Elders manager
ELIZABETH MCARTHUR  |  MONDAY, 26 OCT 2020
... However, in May 2016 he was made redundant. Earlier in his career, Ward was practice development manager with Financial Wisdom from 2004 to 2007.
Count Financial faces class action
ANNABELLE DICKSON  |  FRIDAY, 4 SEP 2020
... only class action CBA may face as the law firm also called on clients from Commonwealth Financial Planning and Financial Wisdom. In addition, Piper Alderman is interested in clients from AMP Financial Planning, Charter Financial Planning and Hillross ...
AMP, CBA, Westpac face potential class action
ELIZA BAVIN  |  TUESDAY, 11 AUG 2020
... Hillross Financial Services. From CBA, the firm is looking at Commonwealth Financial Planning, Count Financial and Financial Wisdom. From Westpac, the firm is focused on Westpac Bank, Securitor Financial Group and Magnitude Group. "Each of these institutions ...
AMP, BT and CBA to face class action
ELIZABETH MCARTHUR  |  FRIDAY, 31 JUL 2020
... CommInsure life or income protection policy holders who got their insurance through Commonwealth Financial Planning, Financial Wisdom, Count Financial or BW Financial Advice. The class action against AMP has been filed in the Federal Court. Shine said ...
CBA ups remediation bill for advice
ELIZA BAVIN  |  THURSDAY, 30 JUL 2020
... range of remediation issues impacting its customers of its aligned advice businesses including Count Financial, Financial Wisdom and Commonwealth Financial Planning. "The estimates of provisions for customer remediation payments in relation to ongoing ...
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 ...
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