Freya Purnell

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Financial planning

24 March 2003

Asgard splits up investment menu

Sealcorp has recently approved some changes to the investment menu of its master trust and wrap platform Asgard, including splitting off hedge funds, absolute return fund...

People & Products

19 March 2003

Fiducian names new wealth management head

Ex-Rothschild associate director Paul Barrett has been appointed head of wealth management at Fiducian Portfolio Services....

Financial planning

13 March 2003

Tribeca announces maiden dividend and share buy-back

Financial services training and education provider Tribeca will declare its first ever dividend to shareholders, after what it describes as strong financial and operation...

Financial planning

12 March 2003

Investor Group makes first Stockford purchase

Investor Group has made the first moves in the acquisition of Stockford businesses, purchasing the Stockford Collins Street accounting and financial planning business....

Financial planning

10 March 2003

St George launches two minute margin loans

St George Margin Lending (SGML) can now approve applications for its margin lending products online in less than two minutes via its marketing and administrative software...

Financial planning

6 March 2003

MLC strengthens investment management

In the latest move to beef up their investment management team, MLC has appointed Charles Brooks as investment analyst....

Financial planning

4 March 2003

Garrisons moves into Top End advice

Financial planning dealer group Garrisons has completed its march across Australia, with the recent addition of a financial planning practice in its final frontier, the N...

Financial planning

3 March 2003

Strategic revamp for independent master trust

Independent master trust provider Strategic Investments Australia has appointed two boutique Australian equity managers to its Strategic Super Master Plan, and restructur...

Financial planning

2 March 2003

Advisers brace for ACA/ASIC report repercussions

The vast majority of financial planners believe the recent release of a damning report into the quality of financial planning advice will have a harmful effect on the pub...

Financial planning

26 February 2003

Invesco switches “outdated” ADFs to SMF

Investment manager Invesco will transfer its Approved Deposit Funds (ADFs) into SMF Funds Management’s master trust The Spectrum Plan, providing SMF with over 1,100 new m...