Search ResultsShowing 1 - 10 of 22 results for "Westpac Financial Planning"
What you read in 2019: Financial advice
JAMIE WILLIAMSON  |  THURSDAY, 19 DEC 2019
... sale of its in-house planning division. At the time, Westpac confirmed it was exploring options for Westpac Financial Planning, but what eventuated was even bigger. The following month the group sold off part of its advice arm to Viridian Advisory and ...
Westpac mulls sale of in-house planners
JAMIE WILLIAMSON  |  WEDNESDAY, 13 FEB 2019
... financial planning division, following questions from Financial Standard about a potential sale of 50% of Westpac Financial Planning. Financial Standard understands Westpac is in talks with an undisclosed Melbourne-based wealth management firm to offload ...
Vertically integrated institutions failing to manage conflicts of interest
JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2018
... Commonwealth Financial Planning; GWM Adviser Services; NAB Financial Planning; Securitor Financial Group; and Westpac Financial Planning.
BTFG to combine key research divisions
ALEX BURKE  |  WEDNESDAY, 2 NOV 2016
... planning channels. This includes Securitor Financial Group, BT Select (operating under Magnitude Group), Westpac Financial Planning, St.George Financial Planning and advisers who subscribe to the service through Licensee Select. Meanwhile, the Investment ...
A team joins Plan B
LINDA HAUSKEN  |  TUESDAY, 19 JUN 2012
... over 25 years' experience in financial services and has previously held roles with AE Hoskins and Westpac Financial Planning. Scott Harvey joins Plan B from Candor Financial Management where he was financial adviser and group financial controller. "Plan ...
BTFG cash earnings down, FUM increases
MELANIE TIMBRELL  |  THURSDAY, 3 MAY 2012
... "We've increased our bank planner footprint by 8% and we also hold the highest revenue per adviser for Westpac Financial Planning." Westpac meanwhile reported cash profit of $3.2bn, up 1% on the same period last year, allaying some investor concern over ...
BTFG drops van Eyk for S&P
ELISE BURGESS  |  MONDAY, 1 NOV 2010
... has replaced van Eyk with Standard & Poor's Fund Services (S&P) for product research to be used by Westpac Financial Planning and dealer group Magnitude Financial Planning. The investment research mandate builds on S&P's services to BTFG, which already ...
Englund heads BT dealer groups, Younger departs
RUTH LIEW  |  TUESDAY, 21 SEP 2010
... familiar with them... and he's also been delivering those services to St.George Financial Planning and Westpac Financial Planning," he said. Meanwhile Younger joins Commonwealth Financial Planning as general manager. He will report directly to Paul Barrett ...
Retirement specialist joins ING from BT
JOHN MCDULING  |  MONDAY, 30 AUG 2010
... the product development of BT wrap and BT super for life, as well as head of product & research for Westpac financial planning. A spokesperson for ING said the appointment shows the company's commitment to developing innovative, customer centric solutions ...
Westpac FP maintains focus on senior planners
MICHAEL HOBBS  |  MONDAY, 17 AUG 2009
... planners over three years. Despite this setback, the group has no plans to change its umbrella strategy. Westpac Financial Planning's three year strategy to boost its ranks with around 200 senior financial planners and cut the number of entry level planners ...
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