Search Results | Showing 1 - 10 of 12 results for "Mercer Financial Advice" |
| | ... decision pertaining to fees for no service within a week, following the $12 million penalty imposed on Mercer Financial Advice for inappropriately charging fees to customers. Mercer admitted that, between July 2016 and June 2019, it failed to invite ... |
| | | Mercer Financial Advice will pay $12 million after the Federal Court found it failed to meet some disclosure obligations and charged almost $5 million in fees to clients when it was not entitled to do so. Mercer admitted that, between July 2016 and ... |
| | | Mercer Financial Advice is being sued by ASIC over fee for no service conduct that continued after the Royal Commission and impacted members of both a corporate and government super fund. The regulator alleges that between July 2016 and June 2019 Mercer ... |
| | | ... recent appointment, that of Ashley McAuliffe as head of advice. He was previously a practice manager with Mercer Financial Advice. Meanwhile, Nguyen has been promoted from head of risk to chief risk officer, replacing Belinda Ray who Financial Standard ... |
| | | ... Superannuation Funds of Australia (ASFA). She was most recently executive director at Mercer Australia and Mercer Financial Advice. Her roles at Mercer included senior partner and head of superannuation services, and head of Mercer's US-based global ... |
| | | ... from 2019 to 2020. The customer in question went from paying $4309 on a policy in 2018 to $7281 in 2020. Mercer Financial Advice advised on the policy. Stepped premiums which increase with age was a compounding factor for this customer but AIA confirmed ... |
| | | ... of individual retirement savings. Before taking on her previous role, McGowan was executive director of Mercer Financial Advice in Australia and chief customer officer, Pacific. Other roles included strategy and business change leader, Australia/New ... |
| | | ... of individual retirement savings. Before taking on her previous role, McGowan was executive director of Mercer Financial Advice in Australia and chief customer officer, Pacific. Other roles included strategy and business change leader, Australia/New ... |
| | | ... to Parramatta places us at the geographical heart of Sydney and a major business and commercial hub," Mercer financial advice leader for the Pacific region, Michelle Smith, said. Smith added the company was the first salaried advice business in Australia ... |
| | | ... advice through the fund's administrator, Mercer. Mercer's financial advisers operate under the licence of Mercer Financial Advice. |
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