Craig Phillips

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Financial planning

29 Oct

Fiducian to expand adviser franchise network

Fiducian Financial Services is close to striking a collection of deals to significantly increase the scope and presence of its national financial planning franchise netwo...

Financial planning

29 Oct

Select shunned by Bentley shareholders

Shareholders of listed investment company Bentley Equities - previously BT Global Asset Management - today voted down a proposal to appoint Select Asset Management as its...

Financial planning

29 Oct

Fiducian unveils expansion deals

Fiducian Portfolio Services today unveiled a number of initiatives as part of its previously heralded plans to expand its presence across a variety of financial services ...

Financial planning

29 Oct

Promina to merge dealer groups under Camwal brand

Two Promina owned dealer groups – financial planning advice focused Cameron Walshe and life risk advice orientated Guardian Financial Planning - are to be rolled into one...

Financial planning

29 Oct

Rural crows over poultry fund

Rural Funds Management has launched a new unit trust, the RFM Chicken Income Fund, which will invest in chicken meat production....

Financial planning

29 Oct

FSRA lobby puts its case to Canberra

The combination of industry associations lobbying Government over the issue of amending elements of the Financial Services Reform Act (FSRA) have now formally presented t...

Financial planning

29 Oct

Centrestone boosts risk business

The Centrestone Wealth Advisory group has significantly bolstered its risk advice capabilities through the appointment of two specialist risk advisers and is actively see...

Financial planning

23 Oct

AFA calls for greater consumer protection

The Association of Financial Advisers (AFA) is seeking direction from Government, and in turn the Australian Securities and Investments Commission, on guarantees to prote...

Financial planning

23 Oct

Winchcombe begins the push statewide

IOOF-owned Winchcombe Carson Financial Planning will expand into the West Australian adviser market next month after it signs up eight recently resigned planners from an ...

Financial planning

22 Oct

IWL to push iMedia profile post acquisition

IWL has acquired market information technology group iMedia Technology and will use its resources to raise the profile of iMedia’s product suite in the market....