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Showing 1 - 10 of 429 results for %22Commonwealth Bank Financial Planning%22

Heartland finally gets regulatory approval for Challenger Bank acquisition

ELIZA BAVIN  |  MONDAY, 8 APR 2024
... financial services, including as chief executive of the Bank of Melbourne and having held senior roles at Bankwest, Commonwealth Bank and Westpac.

Aware Super restructures executive team

ANDREW MCKEAN  |  WEDNESDAY, 7 FEB 2024
... diverse needs. Before joining HESTA, Collins held customer-facing and operations executive positions at AXA, Commonwealth Bank of Australia, and National Australia Bank. She also served as the chief operating officer of Victorian Funds Management Corporation ...

Interest rates drive adviser conversations in 2024

KARREN VERGARA  |  THURSDAY, 25 JAN 2024
... clients. Economists remain divided on which direction interest rates will take in 2024 or if they will move at all. Commonwealth Bank predicts the Reserve Bank of Australia (RBA) will drop the base rate by 0.75% from September in the hope inflation returns ...

Caddick SMSF clients should recoup all funds: Lawyer

KARREN VERGARA  |  FRIDAY, 15 DEC 2023
... them." Many of Caddick's clients, which included non-SMSF clients, were given fake CommSec statements with Commonwealth Bank logos showing the shares she claimed to have invested in on their behalf. "Those documents have been shown by the receivers ...

MLC Life names general manager, remediation

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2023
MLC Life has hired the man who led Commonwealth Bank's recent $1 billion remediation program to the role of general manager, remediation programs. Ian Fletcher, currently general manager of program strategy, customer remediation at Commonwealth Bank ...

Australian Unity sells advice arm to Fortnum, Nestworth

ANDREW MCKEAN  |  TUESDAY, 14 NOV 2023
... capital markets that will meet our future needs." The joint lead managers of the A$MTN issuance were ANZ Bank, Commonwealth Bank of Australia, and Mizuho Securities.

Bell FG announces leadership shakeup

CHLOE WALKER  |  FRIDAY, 27 OCT 2023
... and the broader financial services industry to the role. Prior to BFG, Selvarajah held senior roles with the Commonwealth Bank of Australia (CBA), CommSec, and Bankers Trust. Davenport has served as BFG's chief financial officer and chief operating ...

Skynet adviser stole $10.2m: Court

KARREN VERGARA  |  THURSDAY, 28 SEP 2023
... or rollover monies in their superannuation accounts to self-managed superannuation funds he set up with the Commonwealth Bank (CBA). Nugara had access to the SMSF accounts to make property investments. Some of the victims were unaware that he had such ...

Strategic reset delivers for Count

JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2023
... remediation efforts, as at June end $505 million had been offered and $424.5 million had been paid. This is payable by Commonwealth Bank as part of the Count Financial sale agreement, with the timeframe for notification of any further indemnified conduct ...

ART, AvSuper closer to merging

KARREN VERGARA  |  MONDAY, 28 AUG 2023
... leave them behind and return to positive territory," the fund said. ART is also in the process of merging with Commonwealth Bank Group Super and Alcoa Super. Commonwealth Bank Group Super, which has some $12.3 billion in AUM and 67,000 members, signed ...
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