George Liondis

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Financial planning

20 April 2005

FPA strikes back at Virgin boss

The Financial Planning Association has struck back at Virgin boss Richard Branson’s attack on financial advisers, accusing the flamboyant English billionaire of “swanning...

Financial planning

18 April 2005

Former adviser sentenced to eight years jail

A former Sydney financial adviser who stole $1.7 million from clients will spend up to eight years in jail....

Financial planning

17 April 2005

Correction we had to have: Treasurer

Treasurer Peter Costello has dismissed the recent slide in the Australian sharemarket as the correction we had to have....

Financial planning

10 April 2005

Social responsibility hits the mainstream

Social and environmental factors will become just as vital a part of the investment management process as profit statements and price to earnings ratios, the majority of ...

Financial planning

6 April 2005

Telstra employees want continued public super

With the full privatisation of Telstra viewed as likely to compromise the ability of the company’s employees to remain members of the public sector CSS super fund, their ...

Financial planning

5 April 2005

ASIC crackdown continues

The Australian Securities and Investments Commission (ASIC) has forced an undertaking from one promoter of wealth creation seminars and won a court case against another g...

Financial planning

30 March 2005

Australians still reluctant super savers - report

The majority of Australians remain reluctant to invest additional funds into superannuation, according to a new report on the state of savings for retirement....

Financial planning

29 March 2005

Asteron seeks trans-Tasman focus

The financial services division of the Promina group, Asteron, has begun a program to more closely align its Australian and New Zealand businesses....

Financial planning

17 March 2005

ASIC pips wealth scheme at the post

A wealth creation scheme that claims to be able to generate returns of at least 2 per cent every trading day is being investigated by the Australian Securities and Invest...

Funds management

14 March 2005

Promina restructures wealth management arms

The financial services division of the Promina group will undergo an internal restructure as it looks to turn a tidy profit into a growth strategy for its adviser network...