Freya Purnell

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Financial planning

12 Mar

Queensland financial planning firms merge in FSRA fallout

Queensland financial planning firms Gunther Doyle Griffin, Swan Financial Group and Brisbane-based Associated Planners have merged to create a new group, 4people....

Financial planning

12 Mar

Tribeca moves into broker accreditation with ASX deal

The Australian Stock Exchange (ASX) has outsourced the administration of its accreditation regimes to Tribeca Learning (previously Integratec)....

Financial planning

08 Mar

Education extending beyond compliance for advisers

Advisers are changing their view of education as merely a means for compliance under FSR to embrace the concept of ‘life-long’ learning, according to the Securities Insti...

People & Products

05 Mar

ASIC appoints new consumer protection head

The Australian Securities and Investments Commission (ASIC) has appointed Greg Tanzer as executive director of consumer protection and international relations, replacing ...

Financial planning

13 Feb

Asgard more than doubles quarterly inflows

Asgard Capital Management has more than doubled its quarterly inflows to top the platform market inflows list for the December 2003 quarter, according to Assirt market sh...

Financial planning

12 Feb

ASIC bans two from industry

The Australian Securities and Investments Commission (ASIC) has today taken action in two areas of considerable regulatory focus of late - early release super schemes and...

Financial planning

11 Feb

Aberdeen moves to keep LIC competitive

Aberdeen Leaders (ALR), one of the longest running listed investment companies (LICs), has slashed its management fee following the announcement of a third fully franked ...

Financial planning

03 Feb

IOOF/Perennial receives nod from Assirt

Following a turbulent year for senior management and IOOF’s Australian stock market listing in December 2003, IOOF/Perennial has been issued with a ‘competent’ rating on ...

People & Products

02 Feb

Macek joins Vertex board

Vertex Capital Management has appointed Charles Macek to its Board as a non-executive director....

Financial planning

22 Jan

Securities Institutes revamps courses for FSR

The Securities Institute has revised its open entry financial planning courses ahead of schedule to ensure they meet with the Australian Securities and Investment Commiss...