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Search ResultsShowing 1 - 10 of 22 results for "Guardian Advice"
Suncorp pays $1.4m remediation bill
JAMIE WILLIAMSON  |  TUESDAY, 3 SEP 2019
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. ...
ASIC issues warning over Dover advisers
JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
... 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 ...
Fortnum picks up award winning practice
KERRIE SYDEE  |  TUESDAY, 10 MAY 2016
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 bans former Guardian Advice planner
ALEX BURKE  |  WEDNESDAY, 17 FEB 2016
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 to drop aligned advice businesses
ALEX BURKE  |  WEDNESDAY, 25 NOV 2015
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 ...
Advice M&A activity set to soar in 2015
LAURA MILLAN  |  MONDAY, 9 MAR 2015
... 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. ...
ASIC imposes conditions on Guardian Advice
STAFF WRITER  |  WEDNESDAY, 7 JAN 2015
... 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 and Asteron help launch pro bono adviser service
ALICE URIBE  |  FRIDAY, 19 SEP 2014
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 ...
Guardian launches referral network strategy guide
JAMES FERNYHOUGH  |  WEDNESDAY, 26 MAR 2014
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 ...
Guardian lowers PI insurance premiums for planners
ALICE URIBE  |  FRIDAY, 31 JAN 2014
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 ...
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