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Showing 1 - 10 of 17 results for "Securitor Financial Group"

Story Wealth co-founder joins Kearney

KARREN VERGARA  |  FRIDAY, 6 SEP 2024
... an authorised representative of Securitor Wealth for more than 18 years. She has held board roles at Securitor Financial Group's National Advisory Council, Deakin University Department of Accounting, and the Future2 Foundation. Graham featured in Financial ...

Large AFSLs lead advice complaints: AFCA

KARREN VERGARA  |  THURSDAY, 22 JUN 2023
... Planning (53), Charter Financial Planning (43), Bridges Financial Services (18), Financial Wisdom (16), Securitor Financial Group (15), Interprac Financial Planning (11), also received a high number of complaints. RI Advice Group (10), and Hillross Financial ...

NAB tops bad advice compensation bill

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
... liability. Coming in second place, Westpac's compensation bill came to $953.3 million. Magnitude Group, Securitor Financial Group, and other Westpac-employed advisers are due to fully remediate customers by the end of March. AMP's bad advice ...

ASIC files numerous cases against Westpac

JAMIE WILLIAMSON  |  TUESDAY, 30 NOV 2021
... members. Also on advice, ASIC alleges that Westpac's former licensee groups BT Financial Advice, Securitor Financial Group and Magnitude Group charged ongoing contribution fees for financial advice without adequate fee disclosure to about 25,000 ...

Fortnum hires engagement and growth leads

KARREN VERGARA  |  THURSDAY, 25 NOV 2021
... practice manager at Steel City Financial Planning. Prior to this, Ramsey held practice development roles at Securitor Financial Group, AMP Financial Planning and Lonsdale Financial Group. They both report to the head of practice engagement and growth ...

Westpac in fresh $87m remediation program

KARREN VERGARA  |  FRIDAY, 2 JUL 2021
... action notifications fell through the cracks between 2005 and 2019. The Westpac subsidiaries affected are Securitor Financial Group, Magnitude Group and Westpac Banking Corporation (known as BT Financial Advice). These businesses ceased providing personal ...

Count Financial faces class action

ANNABELLE DICKSON  |  FRIDAY, 4 SEP 2020
... Planning, Charter Financial Planning and Hillross Financial Services and from Westpac, Westpac Bank, Securitor Financial Group and Magnitude Group. "Each of these institutions owed specific obligations to their customer designed to protect their customers' ...

AMP, CBA, Westpac face potential class action

ELIZA BAVIN  |  TUESDAY, 11 AUG 2020
... 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 owed specific obligations to their customer designed to protect their ...

Former Dover, Securitor adviser banned

ELIZABETH MCARTHUR  |  THURSDAY, 18 APR 2019
... and was most recently with Lifestyle Asset Management, a boutique Sydney AFSL. ASIC was notified by Securitor Financial Group, which he was licenced by from 2006 to 2010. ASIC found Chigwidden consistently failed to address the needs and objectives his ...

FPA disciplines two members

HARRISON WORLEY  |  MONDAY, 4 MAR 2019
... training and education. Separately, Dianne Bainbridge of Gold Financial Services - whose licensee is Securitor Financial Group - has had her membership and Financial Planner AFP designation suspended for six months after a former client made a complaint ...
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