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|Search Results||Showing 1 - 10 of 22 results for "Guardian Advice"|
|Suncorp Life and Superannuation has remediated more than 4000 Guardian Advice clients for poor financial advice. ASIC today confirmed Suncorp has completed the remediation program for more than 4000 GuardianFP clients, paying out a total of $1.431 million. ...|
|... regulator referenced previous warnings issued following action taken against Aliom Pty Ltd and the now-defunct Guardian Advice, in 2013 and 2015 respectively. Above all, ASIC urged licensees considering authorising an ex-Dover adviser to undertake detailed ...|
|A former Guardian Advice practice has joined non-institutionally owned dealer group, Fortnum Financial Advisers. Griffin Financial Services joined the group following Guardian's decision to exit financial planning in late 2015. The Sydney-based practice ...|
|ASIC has permanently banned a former Guardian Advice representative. Andrew Moroney worked under the Guardian Advice licence from 2006 to 2014, during which time ASIC alleged he engaged in deliberate "policy churn" - annually recommending clients replace ...|
|Suncorp Life has announced it will transition out of managing Guardian Advice and Suncorp Financial Planning. The process will take place over the next six months, and the decision was made, according to the company's statement, "in order to simplify ...|
|... Commonwealth Financial Planning and Macquarie Private Wealth. AMP shut down the Genesys dealership and Suncorp's Guardian Advice license had conditions imposed on it over concerns about the appointment of ex-advisers from AAA Financial Intelligence. ...|
|... Australian Securities and Investments Commission (ASIC) has imposed conditions on the licence of Suncorp-owned Guardian Advice following a surveillance which uncovered deficiencies in the advice it provided to retail clients. ASIC said the company, which ...|
|Guardian Advice and Asteron Life have joined together with a network of financial advisers to launch Claims Aid, a service to provide pro-bono claims assistance on life and disability policies. Peter Kaleta, a principal adviser at Life Shield and founder ...|
|Suncorp-owned dealer group Guardian Advice has launched a new strategy guide aimed at helping its advisers build a "robust" referral network. The 'Centres of Influence' (COI) guide offers guidance on areas such understanding the motivators of referral ...|
|In an effort to recognise advisers who provide professional sustainable advice, Guardian Advice and Suncorp Financial Planning are set to lower professional insurance premiums for its planners. Guardian Advice also plans to create accreditation that ...|
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.
Funds from IOOF, Vanguard and Fiducian figure among the top-five performers among wholesale funds, in the latest Rainmaker Information tables to May end.
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.
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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