Freya Purnell

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Financial planning

17 Jul

Lambert scotches Count ownership rumours

Count Financial Limited managing director Barry Lambert has hit back at claims that Count’s recent share price rally occurred due to a bidding war between Westpac and CPH...

Financial planning

15 Jul

Specialists beating banks for funds flows

The big four banks are failing to attract top funds management inflows in the current climate, according to Assirt, due to a trend towards sector specialists and the fall...

Financial planning

15 Jul

Stockford saga draws to a close

The final practice in the embattled financial services group Stockford has been sold, and creditors have agreed to a proposal which is expected to see them paid in full....

Financial planning

11 Jul

Tower names new financial officer

Tower Australia has appointed John de Zwart as its new chief financial officer, reporting to chief executive Jim Minto and the Tower group’s chief financial officer, Will...

Funds management

04 Jul

BT bring property back into the fold

BT Financial Group has replaced Principal Global Investors (PGI) as investment manager for its more than $500 million of listed property trust assets by bringing the mana...

Financial planning

03 Jul

Adviser’s jail sentence reduced

Former Burnie-based insurance agent and financial adviser Joachim Prehn, who had been sentenced to six years jail last year by the Supreme Court of Tasmania, has successf...

Financial planning

30 Jun

New MD at Hartleys as total writedowns rise

Hartleys Limited will unveil a writedown of at least $21 million for the financial year ending today due to costs associated with the restructure of the group, and has ap...

People & Products

27 Jun

Treasurer appoints new APRA executive

Treasurer Peter Costello has announced the appointment of Dr John Laker as chairman and Ross Jones as deputy chairman of the Australian Prudential Regulation Authority (A...

People & Products

25 Jun

Morningstar names new tech head

Research house Morningstar has appointed ex-Assirt executive John Lozano as the head of technology for its Australian business....

Financial planning

23 Jun

Outsource deal pushes SMF closer to $2 billion FUM

Superannuation administrator and master trust provider SMF Funds Management will gain 600 new members and $8 million in funds when it takes over OFM Investment Group’s re...