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Showing 1 - 10 of 100+ results for "Financial Wisdom"

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 gradually withdrawn from the advice sector since 2019 when it offloaded Count Financial to CountPlus and terminated Financial Wisdom.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 ...

Court orders new group definition in CBA advice class action

KANIKA SOOD  |  WEDNESDAY, 23 JUN 2021
... Tyrrell and Edward Thomas. They claim that financial advisers working for Commonwealth Financial Planning and Financial Wisdom recommended their clients take out life insurance policies through former CBA subsidiary Commonwealth Mutual Life Assurance ...

ClearView adds advice growth role

ANNABELLE DICKSON  |  THURSDAY, 15 APR 2021
... Mantineo has also served as a business growth manager at ANZ Wealth and a senior practice development manager at Financial Wisdom. In his new role, Mantineo will be responsible for adviser recruitment at Matrix Planning Solutions and LaVista Licensee ...

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 ...
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