Freya Purnell

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Financial planning

3 August 2003

Rural & General attracts more regulator attention

Insurer Rural & General Insurance Broking has attracted more regulatory attention, this time from the Australian Securities and Investments Commission (ASIC), over concer...

Financial planning

31 July 2003

Fastest growing dealer groups: St George banks on diversity in advice

Providing the level of advice to suit the client’s needs using different groups of advisers allows St George Bank Advisers to cover more of the bank’s customer base....

Financial planning

31 July 2003

Fastest growing dealer groups: Being the best Counts

Even though Count Wealth Accountants’ managing director Barry Lambert says, “Our emphasis is not on growth – not to be the biggest, just the best”, this philosophy has se...

Superannuation

31 July 2003

Fastest growing dealer groups: RetireInvest still on the recruitment trail

RetireInvest is on the up and up – and they want you....

Funds management

31 July 2003

APRA chief to move on

Australian Prudential Regulation Authority (APRA) chief executive, Graeme Thompson, will end his five year term of appointment at the end of the month, it was announced t...

Financial planning

30 July 2003

Wesfarmers set to buy Lumley

One of Australia’s largest public companies Wesfarmers Limited has emerged as the potential buyer of insurance and financial services group Lumley, entering into exclusiv...

Funds management

30 July 2003

ASIC moves on property promoters

The Australian Securities and Investments Commission has moved in on property investment seminar promoters, obtaining undertakings from Henry Kaye, Alan Meagher, National...

Financial planning

28 July 2003

New boss to bridge BT/ Westpac adviser gap

Westpac and BT have appointed Scott Walters in the newly redefined role of head of financial planning, replacing Brett Himbury who left Westpac last month....

Funds management

28 July 2003

APRA stung in second round of defamation proceedings

The Australian Prudential Regulation Authority (APRA) is again being sued for defamation by Rural & General Insurance Broking, following an earlier aborted defamation pro...

Financial planning

28 July 2003

Departures following Trust restructure

Trust general manager funds management Jeremy Edmonds will leave the company following restructuring as a result of the merger of Permanent Trustees and Trust Company of ...