Freya Purnell

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Financial planning

25 March 2004

Mariner expands lifestyle bond portfolio

Mariner Financial yesterday lodged prospectuses with the Australian Securities and Investments Commission (ASIC) for two new versions of its recently launched Lifestyle B...

Financial planning

25 March 2004

Super policies miss critical issues

The Federal Government and Opposition have both overlooked some vital areas in their proposed superannuation changes, according to a report compiled by RiceWalker Actuari...

Financial planning

25 March 2004

Disclosure regulations blocked in Senate

The Government’s proposed fee disclosure regulations have been defeated in the Senate, with the Australian Labor Party’s motion to disallow the draft rules passed with th...

Financial planning

24 March 2004

Tyndall kicks-off retail growth push

Tyndall Investment Management, as part of its recently announced Promina-backed ten year growth plan, has appointed a national distribution manager to support the firm’s ...

Financial planning

23 March 2004

Assirt analysts make the move

Assirt’s research team has been dealt another blow with the resignations of investment research analyst Jody Fitzgerald and hedge fund analyst Daniel Liptak....

Financial planning

22 March 2004

Private Collection offers second fund

Newly launched retail distribution group The Private Collection has launched its second fund - an income fund offered by boutique fund manager Westpoint Corporation....

Financial planning

18 March 2004

Praemium and CARM marry systems

Praemium Portfolio Services and CARM GPS have agreed to integrate their respective business platforms, to streamline and industrialise sales and business processes for fi...

Financial planning

16 March 2004

Optimix adds managers to line-up

The ING investment platform, Optimix Investment Management, has added four new managers to the panel for its Australian equities, fixed interest and cash offerings....

Funds management

15 March 2004

Labor gets State support for property regulation plan

State and Territory Consumer Affairs Ministers have thrown their support behind an Australian Labor Party plan to introduce a national regulatory regime, administered by ...

People & Products

14 March 2004

Perkovic appointed to Count board

Count Financial chief operating officer Marianne Perkovic has been appointed to the group’s Board, taking over the seat vacated by director and deputy managing director K...