Julie Bennett

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Financial planning

22 October 2003

Money Management’s inaugural education survey found there are literally hundreds of financial services training courses on ASIC’s training register. Many of these are the...

Financial planning

22 October 2003

The education you need to be a financial adviser

With all the changes the Financial Services Reform Act (FSRA) has brought, what do you need in terms of education to become a financial planner? Julie Bennett reports....

Financial planning

30 September 2003

Forging the right partnerships

Financial planners frequently form strategic alliances with other professionals. These relationships are often fairly loose, but there are many good reasons to make them ...

Financial planning

17 September 2003

... while others are on assignment

Some of our finest players are currently earning their keep off-shore....

Financial planning

17 September 2003

Gone, but not forgotten...

Some former high-flying industry faces have disappeared from the financial planning landscape altogether. Julie Bennett and Mike Taylor report....

Financial planning

17 September 2003

Missing in action

One of the big stories of 1987 was the departure of Alan McCormack from Bain & Co. McCormack joined the now defunct Pacific Mutual Australia, but no amount of sleuthing o...

Superannuation

31 August 2003

Dealing with self-managed super, death and divorce

Advisers need to take special care when working on estate plans for divorced clients. Julie Bennett reports....

Financial planning

21 August 2003

Planners hold balance of power in industry

A growing number of financial planners are ordering dealer groups to sign restraint of trade agreements to protect their client bases and opting not to sign-up with group...

Financial planning

31 July 2003

Fastest growing dealer groups: A Chartered course

Owned by AXA, Charter Financial Planning has seen significant growth over the past four years....

Financial planning

31 July 2003

Fastest growing dealer groups: ANZ racks up the numbers

Ranking fourth in the Money Management Fastest Growing Dealer Groups Survey, ANZ Personal Advisory Services had grown the number of planners in the group in the year endi...