Craig Phillips

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Financial planning

6 March 2005

Broker to stand trial on ASIC allegations

A former South Australian options adviser and stockbroker was committed to stand trial in the Adelaide Magistrates Court late last week facing 52 forgery charges relating...

Financial planning

6 March 2005

Zurich wraps up corporate super

Zurich Financial Services Australia has centralised all its corporate superannuation and wrap operations, creating a new dual role to oversee its activities in these area...

Financial planning

2 March 2005

Perpetual gets Dublin go-ahead

Perpetual has managed to retain the lions’ share of $2 billion in international funds previously invested by Fidelity Investments, after it was given the go-ahead last we...

Financial planning

2 March 2005

ASIC not facing executive exodus

Australian Securities and Investments Commission outgoing executive director of financial services regulation Ian Johnston has played down suggestions his departure is re...

Financial planning

28 February 2005

Alternatives split industry

The level of alternative assets retail investors should hold remains a controversial issue, with the broad and contrasting views across the industry exposed in a high lev...

Policy & Regulation

28 February 2005

$100K bonus for Bridges’ planners follows listing

Advisers from Bridges Financial Planning could be more than $100,000 better off on average, after their owner - Tower spin-off Australian Wealth Management- made a relati...

Financial planning

28 February 2005

Survey questions planner crackdown

A planned crackdown of advisers in the lead up to super choice has been put into question by new survey findings, which show the majority of clients are satisfied with th...

Financial planning

28 February 2005

Van Eyk takes UBS dispute to next level

Van Eyk Research managing director Stephen van Eyk has taken the group’s highly-public dispute with UBS Global Asset Management to the Swiss manager’s global headquarters...

Financial planning

27 February 2005

Himbury departs CBA as advice rolls into CFS

Commonwealth Bank of Australia’s plans to restructure its financial advice division into a new look Colonial First State has forced the departure of CBA executive general...

Financial planning

24 February 2005

Suncorp benefits from booming markets

Suncorp has posted a 47 per cent jump in net profit for the half year ending December, becoming the latest financial services group to ride favourable investment conditio...