George Liondis

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Financial planning

6 February 2003

Stockford told to ‘please explain’ by ASX

The woes of troubled accounting and financial planning consolidator Stockford have continued, with the group issued with a ‘please explain’ by the Australian Stock Exchan...

Financial planning

6 February 2003

WA adviser gets permanent ban

The Australian Securities and Investments Commission (ASIC) has permanently banned Kevin Trezona, formerly a director and authorised representative of Investment Planners...

Financial planning

2 February 2003

Associated Planners in Singapore

Associated Planners is set to become the next Australian institution to make a move into the budding Asian financial services market, with the group preparing to sign off...

Financial planning

2 February 2003

Just when you thought it was safe... along comes PS 164

Forget PS 146, it could be PS 164 that will be the big compliance hurdle for financial planning businesses in 2003....

Financial planning

2 February 2003

“Positive vibes” in payroll dispute

The financial planning industry has been given its first real glimmer of hope that it may be able to avoid a potentially messy dispute over proposals by State Governments...

Financial planning

2 February 2003

ASIC relaxes PS 146 in response to “industry concerns”

The Australian Securities and Investments Commission (ASIC) has responded to industry concerns about the costs of “unnecessary” training requirements under the Financial ...

Financial planning

2 February 2003

Tyndall leads way as value clean sweeps growth

The Royal & Sun Alliance owned Tyndall Investment Management group has cast aside the uncertainty pervading the world’s equity markets to top consulting group Intech Fina...

Financial planning

2 February 2003

AM sale put off till February

Superannuation and investments specialist AM Corporation has delayed the announcement of a new owner, as it continues to sift through a shortlist of possible suitors....

Financial planning

2 February 2003

Canadian elected to head up CFP

The Financial Planning Standards Board (FPSB), a new international body being set up to oversee the global Certified Financial Planner (CFP) qualification, has announced ...

Financial planning

2 February 2003

Active managers lead way in LPT review

The InvestorWeb research group has released its latest review of the listed property trust (LPT) asset class, adding five new managers to its recommended list and urging ...