Charter Financial Planning

Financial planning

Victorian practice joins Akumin amid recruitment push

Akumin has added a Victorian advice practice to its network, signalling a “focus on recruitment and growth” including by supporting single-adviser practices....

Financial planning

Ex-Entireti advisers open up new licensee

Nearly 30 financial advisers have joined a new AFSL, with the majority coming from ex-AMP licensee Charter Financial Planning, which is now owned by Entireti....

Financial planning

ASIC sues AMP firms for fees-for-no-service

The corporate watchdog is suing six AMP firms after it allegedly charged $600,000 from over 1,500 customers fee-for-no-service from their corporate superannuation account...

Financial planning

Adviser numbers drop below 21,000 in November

The number of actual advisers has dropped through the 21,000 barrier this week, with the loss of a further 31 advisers, according to HFS Consulting’s data....

Financial planning

CBA, Westpac and AMP facing new FoFA-related class actions

Breaches of the Future of Financial Advice rules will sit at the centre of class actions being formulated against the Commonwealth Bank, AMP and Westpac and a number of t...

Financial planning

Former financial adviser pleads guilty

Former financial adviser, Trevor William Martin, has pleaded guilty to dishonestly obtaining client funds....

Policy & Regulation

Former representative of AMP affiliate charged with dishonesty offences

Former financial adviser of the Salisbury Group and AMP affiliate, Charter Financial Planning Limited, Trevor William Martin, has been charged with dishonestly obtaining ...

Policy & Regulation

Adviser permanently banned over dishonest fees

ASIC has permanently banned a New South Wales financial adviser from providing financial advice, following a finding that he dishonestly charged clients almost $67,000 in...