Freya Purnell

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Financial planning

19 June 2003

Harts director charged with insider trading

Former Harts Australasia executive director Maxwell John Sweetman appeared in the Brisbane Magistrates Court today after being charged with two counts of insider trading....

Financial planning

17 June 2003

Fiducian releases FSRA-compliant software

Fiducian Financial Services will soon launch a financial planning software package, FORCeFP, which will write financial plans meeting all FSRA requirements....

Financial planning

16 June 2003

Skandia adds corporate super service

Australian Skandia will launch a new corporate superannuation service targeting independent financial advisers through its bundled product Skandia One next month....

Financial planning

12 June 2003

First State moves offshore as FirstChoice passes $3bn mark

First State Investments has made the first official move to establish a presence in China, with its Chinese funds management venture lodging an application with the Chine...

Financial planning

4 June 2003

Stronger dollar lifts returns in May

The strengthening Australian dollar, up 4.5 per cent for May, is attracting investment in Australia and is working to the benefit of both the local equity and property ma...

Financial planning

4 June 2003

Financial sector levies to rise almost $10 million

Levies on financial services institutions will rise almost $10 million to $84.8 million in 2003/04, with the superannuation, insurance and authorised deposit taking insti...

Financial planning

2 June 2003

Tyndall tackles marketing with new team

Promina-owned fund manager Tyndall Investment Management has created its own marketing division which will now be directly responsible for marketing services and sales....

Funds management

27 May 2003

Advisers say hedge funds now mainstream

Advisers now regard hedge funds as a mainstream investment option for capital preservation and income growth and are supporting this view with their investment choices, a...

Financial planning

25 May 2003

Value still best for Australian shares

Value styled investment managers are continuing to outperform growth orientated managers according to the latest update of the InvestorWeb Australian Shares Fund Sector R...

Financial planning

25 May 2003

Consumers still wary of advisers

Independent ratings company Adviser Ratings has found that almost a third of financial planners have noticed a change in business volume since the release of the Australi...