Craig Phillips

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Financial planning

18 March 2004

Vamos departs ASIC post-FSR

The Australian Securities and Investments Commission (ASIC) director of FSR licensing Pauline Vamos has announced her departure from the regulator following the implement...

Financial planning

17 March 2004

BT wrap retains big hitters

BT Financial Group has retained two major clients to its wrap and averted outflows of over $2 billion following the renewal of agreements with Associated Planners Financi...

Financial planning

17 March 2004

ANZ to mine customer base

ANZ Financial Planning is attempting to fully “tap” the cross-selling opportunities of the group’s broader client base, specifically focusing on its retail banking and co...

Financial planning

17 March 2004

Victoria to attract financial services groups

The Victorian State Government is set to release an action plan to boost the number of financial services companies in Melbourne....

Financial planning

17 March 2004

Mariner brings another shipmate on board

Fledgling boutique financial services group Mariner Financial has further bolstered its ranks with the appointment of a technical services manager following, a move that ...

Financial planning

17 March 2004

Aon planner firms sign-up BT executive

Aon Wealth Management and Aon Financial Planning & Protection have snared BT Financial Group financial planning and advice (FP&A) chief operating officer Michel Scutts to...

Financial planning

16 March 2004

Investors warned to do their homework on LICs

Investors should take the time to fully research and understand any listed investment company (LIC) before joining the throngs swept up by the industry’s new-found love f...

Superannuation

15 March 2004

Superannuation system failings exposed

The Australian superannuation system is creating two distinct groups of retirees - the haves and the have nots - according to a report released today by the National Cent...

Financial planning

14 March 2004

RetireInvest advisers upbeat after dealer meeting

The anticipated meeting between ING, its fully owned dealer group RetireInvest, and in turn the latter’s adviser representation medium - the Proprietors’ Advisory Council...

Financial planning

14 March 2004

Securitor in practice management pact

Sealcorp-owned financial planning group Securitor has kicked off a new practice management department after appointing a division head and striking an alliance with pract...