Julie Bennett

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Financial planning

06 Jul

Sydney bags FPA 2002

Sydney has been chosen to host the Financial Planning Association’s (FPA) 11th annual convention in 2002....

Financial planning

06 Jul

McKenna calls it a day at the FPA

Financial Planning Association (FPA) chief executive Michael McKenna is leaving office, 14 months short of his three year contract....

Financial planning

06 Jul

Challenger beefs up

Challenger International has gone a recruitment spree, luring industry notables Jamie Kelly away from a 12 year career with Mercantile Mutual and Sharon Knightley from tw...

Financial planning

06 Jul

Investment stars lose their sparkle

Two major fund managers have lost their five-star Morningstar ratings and a swag of other fund managers have been re-rated from four stars to three....

Financial planning

06 Jul

Lend Lease new names

Lend Lease Financial Services has announced new names for its financial planning businesses....

Financial planning

06 Jul

IntegraTec rides out storm

B4Bco’s decision to shelve its financial planning Web site finplan.com will have no affect on its training and development company IntegraTec....

Financial planning

06 Jul

Earning support of distribution

Buying distribution is not all beer and skittles. So says Mercantile Mutual's deputy general manager integrated financial services, Tony Hartley....

Financial planning

05 Jul

GST to hurt savings

Most Australian investors believe they will be worse off under the goods and services tax (GST) and even those who think they will be better off do not expect to increase...

Financial planning

05 Jul

Investment stars lose their sparkle

Two major fund managers have lost their five-star Morningstar ratings and a swag of other fund managers have been re-rated from four stars to three....