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WESTPAC
Financial planning
After withdrawing over $113,000 from ATMs under eight false credit cards Westpac home finance manager Ravinesh Singh was banned from ever providing financial services by ...
People & Products
Financial planning firm, Anne Street Partners (ASP), has appointed former St George Financial Planning executive, Jason Dunn, to the role of head of strategy and advice w...
Financial planning
BT Financial Group affected by changes to Westpac CEO reporting lines....
Life/Risk
A recent court case sheds light on the details advisers need to consider when replacing an insurance policy, Col Fullagar writes. ...
Financial planning
Westpac will sell five of its Pacific Island banking operations as it focuses on Fiji and Papua New Guinea....
Funds management
BT Financial Group has realigned its internal investment management teams within a single business unit and has moved Advance Asset Management head Patrick Farrell into t...
Financial planning
Westpac chief executive Gail Kelly is stepping down after eight years at the helm, to be replaced by the bank’s head of wealth....
Financial planning
Westpac reports $7.561 billion full-year profit with solid contribution from BTFG....
Financial planning
CBA is on the verge of losing the top spot for customer satisfaction, months after calls for a Royal Commission into its two of its planning businesses, a snapshot shows....
Policy & Regulation
Legislation enshrining the Government’s FOFA reforms should be delayed until after the FSI’s final report is issued, Labor believes....
Financial planning
Westpac and NAB have paid penalties for misleading consumers, ASIC has revealed....
Financial planning
More Australian millennials trust financial service providers than those around the world, but few have seen retirement products targeted at them, an international study ...
Financial planning
Westpac has recruited internally to promote a 15-year veteran to the GM Global Transaction Service role....
Financial planning
Westpac has rejected separately labelling institutionally-aligned financial planners, stating FOFA is an appropriate standard for all advisers....
Financial planning
Banking consumers still rate CBA as the leader among the country’s ‘Big Four’ for customer satisfaction, despite negative publicity surrounding the bank’s financial plann...
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...