WESTPAC

Financial planning

ANZ, NAB, CBA, Westpac and AMP licensees have paid around $23.7 million in refunds for fees charged without the actual provision of advice, with the refund total likely t...

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News

Despite the negative publicity around the banking inquiry, bank customer satisfaction improved in September, Roy Morgan Research found....

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Financial planning

Customer advocacy ratings show that the big banks have failed to maintain stability when it comes to customer satisfaction and loyalty....

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Financial planning

ASIC has banned former BTFG financial adviser, Michael Mahoney, from providing financial services for four years for misleading and deceptive conduct when providing insur...

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Financial planning

Westpac has refunded $9.2 million to affected clients after failing to waive bank account fees on its branded savings and transaction accounts....

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Financial planning

New findings from Westpac show that the youngest adult generation willingly spend money on expensive international ATM fees....

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Funds management

Customer satisfaction with the big four banks has declined in five out of the last six months and is now 1.9 percentage points below last July....

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Policy & Regulation

Former St George, Westpac and CBA executive, Peter Clare, will join the board at fintech company, Rubik Financial Limited....

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Financial planning

NAB and Westpac may have made the best strategic call by keeping their wealth management businesses as separate entities, according to an academic analysis....

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Funds management

BTFG’s funds management business’s balance sheet is feeling the impact of the group’s partial sale of BTIM, with cash earning down seven per cent....

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Financial planning

While Aussie students are thinking about investments many are having trouble managing their finances, according to Westpac....

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Policy & Regulation

Westpac will pay $1 million to support financial counselling and literacy initiatives, for failing to comply with its responsible lending practices....

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Financial planning

Westpac responds to new liquidity requirements with a rise in interest rates and a $3.5 billion capital raising....

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People & Products

Mark Fisher is confirmed as Securitor MD after acting in the role for seven months....

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Financial planning

ASIC bans former Westpac financial planner after he submitted nine false insurance policy proposals between May and September 2014....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 3 weeks ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

3 weeks 4 days ago

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...

1 week ago

ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors. ...

2 weeks 4 days ago