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FINANCIAL PLANNING GROUP
Funds management
Wealthy and Wise Lifestyle Planning will be opening a chain of retail shopfronts that will serve as one-stop-shops for both financial advice and real estate services....
Financial planning
The Commonwealth Bank of Australia has named the corporate regulator, along with itself and Storm Financial, as one of the key stakeholders involved in the circumstances ...
Editorial
Class action launched in 2007 to recover investors' losses in Westpoint property developments....
Financial planning
Majority of clients repaying their loans according to contract; 14 hardship applications approved....
Financial planning
The chief executive of the Commonwealth Bank of Australia has admitted there were "shortcomings" relating to loans granted to clients of the failed financial planning gro...
Financial planning
Count chairman points the finger at Australia's financial services licensing system as the biggest impediment to a safe environment for investors....
Financial planning
Storm Financial and its former offshoot, Victorian Families Retirement and Investment Group, will meet in court in Brisbane today in what is believed to be the formal end...
Financial planning
Storm's Geelong-based offshoot – Victorian Families – has been placed in provisional liquidation by the group’s administrators. But there are concerns its former clients,...
Financial planning
Details regarding the circumstances of the former clients of Storm Financial have emerged in the business profile created by business brokers Kenyon Prendeville....
Financial planning
Newspaper reports suggest the Commonwealth Bank is seeking to head off prolonged litigation with Storm Financial clients by negotiating private settlements. The move foll...
Financial planning
Colonial Geared Investments sold down Storm Financial shares without instruction but claims Storm's response was inadequate....
Financial planning
Chief executive denies reports the company is seeking to provide financial planning advice in the future....
Financial planning
But details of professional breaches will remain unknown....
Editorial
The unravelling of Storm Financial underscores much of what is wrong in the financial planning industry, writes Paul Resnik....
Financial planning
Groups discussing next steps....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...