George Liondis

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Financial planning

29 May 2002

Laing’s departure confirms end of line for Catalyst

Sue Laing, the person hired by the Westpac Bank to head up its ill-fated plans to launch a new dealer group, is set to leave the bank, adding the closing chapter to Westp...

Financial planning

29 May 2002

Navigator to team up with PIS in Singapore

The Norwich Union group has teamed up with Australia’s largest independently owned dealer group, Professional Investment Services (PIS), to distribute its flagship master...

Financial planning

29 May 2002

Count models new portfolios

The Count Financial dealer group has added a series of three multi-manager portfolios to the list of recommended investment funds for its network of financial advisers....

Financial planning

29 May 2002

Democrats likely to oppose choice

The Government is expected to meet stiff opposition over its plans to place its choice of superannuation fund policy firmly back on the political agenda....

Financial planning

29 May 2002

Tax schemes back to haunt financial planners

The popular tax schemes of years gone by could see some advisers facing massive legal claims. GEORGE LIONDIS reports....

People & Products

29 May 2002

Dawson emerges in recruitment

The former managing director of Chifley Financial Services’ financial planning division, Peter Dawson, has resurfaced in the financial services industry for the first tim...

Financial planning

28 May 2002

Tower to pull out of China to concentrate on Australia

The Tower group has announced it will make a strategic exit from the life insurance market in China in order to concentrate on its Australian wealth management operations...

Financial planning

27 May 2002

ATO extends tax scheme settlement

The Australian Taxation Office (ATO) has today extended by three weeks the deadline for investors to accept its settlement offer over mass marketed tax schemes....

Financial planning

22 May 2002

Share funds launched on back of win

Investors Mutual has launched two new Australian share funds in the wake of its win in the Australian equities category of the Money Management / Assirt Fund Manager of t...

Life/Risk

22 May 2002

Planners lose cover as insurance storm brews

The crisis in professional indemnity insurance which has engulfed many professions in recent weeks has hit home for financial planners, with at least two more groups refu...