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Showing 1 - 10 of 13 results for %22BankWest Financial Advice%22

CountPlus names chief executive

JAMIE WILLIAMSON  |  FRIDAY, 20 MAY 2022
... wealth management at Commonwealth Bank and, prior to that, oversaw Commonwealth Financial Planning and BankWest Financial Advice. He also spent close to six years with AMP, first as chief executive of Hillross Financial Services and then as director ...

Big 4, AMP fork out massive compensation bill

KARREN VERGARA  |  MONDAY, 18 DEC 2017
... for the advice as part of their ongoing service package. A similar issue was also identified with some Bankwest Financial Advice (BWFA) customers in the same year.

ANZ wealth sale marks end of an advice era

ALEX BURKE  |  FRIDAY, 4 NOV 2016
... winding down the group's wealth management functions as a strategic priority, and the move follows Suncorp exiting advice, Bankwest closing its salaried advice division and NAB selling 80% of its MLC life insurance business to Nippon Life. Speaking to ...

CBA rolls out IRESS systems to all advice groups

LAURA MILLAN  |  WEDNESDAY, 11 MAR 2015
... and systems implemented in all of the group's licensees, including Commonwealth Financial Planning, Bankwest Financial Advice and Financial Wisdom. "This investment in technology will help us secure and enhance the financial wellbeing of our customers ...

CFS snares Macq exec to head Bankwest Fin Advice

NEWS RELEASE  |  TUESDAY, 14 SEP 2010
... Colonial First State (CFS) has recruited a new senior executive from Macquarie private wealth for its Bankwest financial advice business. CFS has appointed Cassandra Hinze to the position of head of Bankwest Financial Advice (BWFA). Hinze joins Colonial ...

Wealth transfer strategies top adviser books

RUTH LIEW  |  TUESDAY, 1 JUN 2010
... their children and grandchildren over the next two decades could be the catalyst of an adviser's success. According to a Bankwest study called the Inherited Housing Report, as much as $400 billion worth of property could change hands over the next 15 ...

AXA names advice state managers

COMPANY ANNOUNCEMENT  |  FRIDAY, 16 APR 2010
... of roles including business development and has also run his own financial planning practice. He started his career at BankWest and held roles in health management and human resources. John Seed has been promoted to financial advice state manager of ...

Time to grow: Securitor

MICHELLE BALTAZAR IS A MEDIA GUEST OF THIS YEAR'S SECURITOR ANNUAL CONFERENCE.  |  WEDNESDAY, 14 APR 2010
... Baby Boomer generation and their parents to their children and grandchildren over the next two decades. According to a Bankwest report called the Inherited Housing Report, as much as $400 billion worth of property could change hands over the next 15 ...

Insurance shopping goes online

RUTH LIEW  |  TUESDAY, 19 MAY 2009
... wholesale business and retail advice business through advisers and our bank assurance business through Commonwealth Bank and BankWest," said Swanson. Allianz is a partner of the insurance industry's recently launched online life insurance awareness campaign ...

Bankwest planners join CFS

RUTH LIEW  |  FRIDAY, 24 APR 2009
... Bankwest Retail chief executive, Ian Corfield. Meanwhile Andrew Rasby will succeed Lisa Livis as head of Bankwest financial advice starting May 1. Rasby, who was formerly executive manager metro south region at CFS, will be based in Sydney. Rasby has ...
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