Freya Purnell

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Financial planning

27 July 2003

Mentor gears for growth

Mentor Australia Financial Planning will revamp its planner remuneration model as the group gets ready to expand its Sydney presence and make a number of acquisitions in ...

Financial planning

27 July 2003

Stats say super fund members are hurting: Sherry

Shadow minister for retirement incomes and savings, Senator Nick Sherry, has pointed to figures released last week by the Australian Prudential Regulation Authority on su...

Financial planning

27 July 2003

Challenger splits Garrisons and Synergy

The Garrisons financial planning groups and the Synergy master trust businesses will be split and run separately as the result of ongoing restructuring occurring within t...

People & Products

24 July 2003

Centrestone focuses on client service with new appointment

Boutique financial planning group Centrestone Wealth Advisory has appointed ex-AMP executive Robyn Clubb as an associate adviser and to assist senior adviser Bruce Christ...

Financial planning

24 July 2003

Morningstar offers US stock research in Australia

Morningstar will offer its proprietary Select Equity research on US stocks in the Australian market, allowing funds managers to test their in-house stock rankings and adv...

Financial planning

23 July 2003

Value still tips balance but style gap shrinking

The valuation gap between growth and value stocks has narrowed significantly both domestically and globally, research-house Assirt claims after completing its annual mana...

Financial planning

22 July 2003

Agribusiness investment up 15 per cent

The agribusiness sector has raised capital of $345 million in the financial year 2002/2003, representing a 15 per cent increase on the previous year, according to a compr...

Superannuation

21 July 2003

ATO taking initiative with SMSF compliance

The Australian Tax Office (ATO) is making life easier for accountants and advisers with the introduction of electronic lodgment of self managed superannuation fund (SMSF)...

Financial planning

20 July 2003

AMP’s star falls in rating downgrade

Morningstar has downgraded AMP’s overall manager rating from four to three stars, following a combination of downgrades to forward-looking qualitative ratings and declini...

People & Products

17 July 2003

IWL completes Sanford integration, appoints full-time exec

Software provider IWL is close to completing the integration of online broking business Sanford Securities and has formalised the role of integration consultant Geoff Rei...