George Liondis

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Funds management

12 May 2005

Boutiques managers dominate Australian equities awards

Boutique fund managers have completely outrated their larger rivals to dominate the Australian equities category in the 2005 Money Management Fund Manager of the Year awa...

Financial planning

9 May 2005

Surcharge roll back tipped for Budget

A winding back of the superannuation surcharge has emerged as the most likely superannuation initiative to be included in the Federal Budget to be handed down by Treasure...

Financial planning

9 May 2005

RetireInvest to track practice performance

Financial planning practices attached to the ING-owned RetireInvest dealer group will be able to benchmark their practise against that of their colleagues, following the ...

Financial planning

28 April 2005

New conflict rules for advisers

The bar on professional standards in the financial planning industry has once again been raised by tough new rules which seek to eliminate conflicts of interest for advis...

Financial planning

27 April 2005

Adelaide adviser gets suspended sentence

A former South Australian insurance adviser has been handed a suspended sentence by an Adelaide court after being brought up on charges of fraud and deception instigated ...

Financial planning

27 April 2005

MIR wins Russell mandate

Boutique funds management outfit MIR is quickly becoming one of the more sought after managers in the country after it was added to the investment line-up of yet another ...

Financial planning

27 April 2005

Centrestone and Berkley to merge

Two of the country’s leading boutique financial planning groups, Centrestone Wealth Management and the Berkley Group, are set to merge....

Financial planning

25 April 2005

AFS forms mortgage alliance

Australian Financial Services will look to a series of strategic alliances to boost referrals to its network of advisers after signing an initial deal with a national mor...

Financial planning

20 April 2005

Perth dealer makes Sydney push

Perth-based dealer group Western Pacific has announced plans to set up its first office in Sydney, saying the move would establish a beachhead into the country’s most luc...

Financial planning

20 April 2005

Tough planning code to be argued further

Financial planning members of Australia’s two peaking accounting bodies have been granted nearly an extra month to comment on a tough new code of practice....