Freya Purnell

View articles by Freya

Freya 's social profiles:

News by this author

Financial planning

25 Mar

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

20 Mar

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

14 Mar

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

13 Mar

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

11 Mar

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

07 Mar

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

05 Mar

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

04 Mar

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

03 Mar

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

27 Feb

Invesco switches “outdated” ADFs to SMF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...