Craig Phillips

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Financial planning

19 April 2004

Mercer shuffles Wealth Solutions team

Mercer Wealth Solutions has consolidated its position within the broader group with the appointment of a full-time head and a new chief financial adviser....

Financial planning

18 April 2004

Aspen and FRL strike debt alliance

Listed property firm Aspen Group has struck a deal with commercial finance company Financial Resources Limited to create a joint venture firm - Aspen Financial Resources ...

People & Products

18 April 2004

CSAM boosts platform team ahead of launch

Credit Suisse Asset Management, in the build-up to its master trust launch next month, has appointed a former BT Financial Group staffer to the role of platform developme...

Financial planning

14 April 2004

Shoddy advisers feel ASIC wrath

The Australian Securities and Investment Commission (ASIC) has banned one financial adviser and accepted an enforceable undertaking from another after ruling the pair had...

Financial planning

14 April 2004

Trust Company departs master trust market

Trust Company of Australia has exited the master trust industry following a decision to outsource the Trust Superannuation Master Plan to SMF Funds Management....

Accounting

13 April 2004

Centrestone signs accounting partnership deal

Boutique financial planning group Centrestone Wealth Advisory has struck a deal with the New South Wales arm of accounting firm Horwath allowing it to provide advice to t...

Financial planning

7 April 2004

Adviser banned for trading irregularities

A Sydney-based planner has been banished form the industry for two years following the Australian Securities and Investments Commission (ASIC) uncovering a number of clie...

Financial planning

7 April 2004

Advisers call for more income stream products

Post-retirement investors are seeking higher yielding products and strategies to better manage allocated pensions during both growth and bear markets, according to a poll...

Financial planning

7 April 2004

Merrill Lynch on adviser sign-up trail

Merrill Lynch’s private client division is undergoing its biggest campaign in several years to sign up advisers as the group embarks on a notable expansion of the high-ne...

Financial planning

7 April 2004

Tyndall gets green light for growth

Deep-value investment group Tyndall Investment Management has been reassured of its future in the market after recently listed parent Promina gave its full support to an ...