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|Showing 1 - 10 of 28 results for "Total Financial Solutions"|
|... the current season of Survivor Australia: Brains vs. Brawns. Prior to Count Financial, he worked at Total Financial Solutions, Ibbotson Associates and Midwinter. PADUA, which provides advisers outsourced paraplanning and transition services, recently ...|
|... head of risk management and commercial partnerships at Avant Mutual. He also worked at KPMG Australia, Total Financial Solutions and ANZ. Between 2011 and 2014, Caspar was at Lifespan working as a senior financial adviser and strategist. The firm has ...|
|... undisclosed amount to Jeremy Chiel, a partner at Sydney-based Stonehouse. GJO Financial Services was part of Total Financial Solutions, a subsidiary of Countplus, between 2012 and February 2020. It moved licensees, operating under Lifespan FInancial ...|
|... regulator. Brisbane-based Nathan Smith was a representative for MyPlanner Professional Services and Total Financial Solutions Australia. ASIC investigated Smith's conduct during his employment with the two licensees, finding he failed to do a number ...|
|... was anticipated due to regulatory reform and changes to pricing models. However, the decision to close Total Financial Solutions saw 45 of its 78 advisers transition to the Count licence, bringing its total advisers to 326. Despite the overall drop in ...|
|CountPlus has announced an early 2020 end date for the Total Financial Solutions (TFS) dealer group. The plan was confirmed today at CountPlus' annual general meeting. TFS currently has around 81 financial advisers on staff, with CountPlus saying 62 ...|
|... model portfolios. These were offered to clients through HUB24 and are owned by CountPlus-owned licensee Total Financial Solutions (TFS). Morningstar has entered a binding agreement with TFS to take over the investment management of the model portfolios ...|
|... following a compliance issue in 2015. In September, 2015 ASIC placed additional licence conditions on Total Financial Solutions's Australian financial services licence (AFSL) after an authorised Queensland-based adviser was found to have failed to act ...|
|... restructure. CountPlus also fully divested its Wagga Wagga-based business unit and another member firm, Total Financial Solutions, also sold a 30% stake in Nixon Advisory to the latter's founder, Bob Nixon.|
|... firm has added the former chief executive of a Countplus subsidiary to its executive lineup. Former Total Financial Solutions chief executive Marcelo Fernandez joined Chase Corporate Advisory this week, focused on growing the firm's Melbourne office ...|
ASIC issued a stern warning to employers and their superannuation fund provider about influencing employees' choice of super funds.
UBS Asset Management appointed BlackRock's chief operating officer as country head for Australia and New Zealand.
The chief investment officer of Ellerston Capital has been appointed a director of a $40 billion superannuation manager.
SMSF technology provider Class has agreed to be acquired by HUB24 via a scheme of arrangement.
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