Julie Bennett

View articles by

's social profiles:

News by this author

Financial planning

27 Jun

Lend Lease rebrands dealer groups

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

Financial planning

26 Jun

ING moves into bidding contest for Bridges

Mercantile Mutual will become one of the top three players in the Australian funds management industry if plans by the ING Group to buy Bridges Financial Services go ahea...

Financial planning

22 Jun

B4Bco shelves Web site launch

Web portal B4Bco’s plans to launch a financial planning website have been shelved, following the retrenchment of its site editor and eight other staff. An undisclosed n...

Financial planning

22 Jun

Surfboard rides online wave

A group going by the name of Surfboard has become the latest online financial services group to list on the Australian stock exchange. Surfboard hit the ASX boards thanks...

Financial planning

22 Jun

Techno tumbles miss LPTs

While technology, telecommunications and media stocks have taken a few hits since January, equity funds sought listed property trusts (LPT) as a comparatively safe haven....

Financial planning

22 Jun

Call for safeguards

Newly elected national president of the Securities Institute Michael Willis has lent his voice to the argument calling for real estate agents to be subject to the same re...

Financial planning

22 Jun

CLERP 6 clears path for online offers

Electronic offer documents for investments will offer advisors, investors and fund managers with a number of efficiencies once the Financial Services Reform Bill (CLERP 6...

Financial planning

22 Jun

SISFA's call to ranks

The Small Independent Superannuation Funds Association (SISFA) is appealing to financial planners to join its ranks in a bid to better represent self-managed superannuati...

Financial planning

22 Jun

ASIC to investigate life agents

The Australian Securities and Investment Commission (ASIC) is to investigate the conduct and disclosure behaviour of life agents as phase two of its review of the disabil...

Financial planning

22 Jun

Banks to dominate distribution

Banks will dominate distribution of financial services in the future due to their massive customer bases and strong brand awareness Westpac financial planning general ma...