Craig Phillips

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Financial planning

6 November 2003

Tolhurst sells funds management interests

Share-broking and financial planning group Tolhurst Noall has sold its 50 per cent stake in Tolhurst Funds Management along with all remaining shareholders to Wright Glob...

Financial planning

5 November 2003

Master funds continue market surge

Master trusts are continuing to outstrip their traditional retail fund counterparts in terms of asset grow and fund flows according to actuary and research firm Plan For ...

Financial planning

5 November 2003

Challenger revamp fuels dealer review

Melbourne-based dealer group Quadrant Securities is reviewing the 50 per cent stake held in it by Challenger Financial Services Group (CFSG) and reassessing $300 million ...

Financial planning

5 November 2003

Glenhurst on trail for life registers

Melbourne-based dealer group Glenhurst Corporation will embark on an aggressive expansion push over the next 12-18 months by hiring up to a dozen new planners to service ...

Financial planning

5 November 2003

Lifespan rejigs Omniport pricing

Lifespan Financial Planning will re-price its Omniport wrap platform by the end of November in response to significant pressure being placed on fees in the market....

Financial planning

5 November 2003

Judge slams IOOF witnesses over unsatisfactory evidence

IOOF has been denounced in a recent Supreme Court ruling after the presiding Judge considered its case plagued with “inconsistencies” and that “virtually every witness wa...

People & Products

4 November 2003

Another ADAM exec joins Trust

Trust Company has set in place the final stage of its push to expand external distribution of its Australian equity products with the appointment of Allianz Dresdner Asse...

Financial planning

3 November 2003

Mawson names new chief executive

Financial planning dealer Mawson Group has appointed former Tower Australia executive Les Mace as its chief executive officer almost a year since former group head Robert...

People & Products

2 November 2003

MacarthurCook headhunts ahead of launch

Boutique property fund manager MacarthurCook Investment Management is seeking to appoint a new head of distribution and property investment as it gears up to launch its f...

Financial planning

28 October 2003

Associated Planners abandons Asia push

Associated Planners Financial Services (APFS) has abandoned an expansion push into Asia after discussions with its Singaporean joint-venture partner failed to justify the...