Julie Bennett

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News by this author

Financial planning

14 May 2003

Focus on a client’s needs – not their personality

Adelaide-based financial planner David Middleton has called on the industry to come up with a risk-profiling process that puts the client’s needs first or run the risk of...

Financial planning

14 May 2003

BDM of the Year Award

Tim Browne from MLC scooped the inaugural Money Management/Resnik Communications Business Development Manager of the Year award....

Financial planning

14 May 2003

Maple Brown Abbott a winner on bricks and mortar

Underweighting international equities and overweighting property trusts has paid off for value manager Maple Brown Abbott (MBA) which has taken line honours in the multi-...

Financial planning

1 May 2003

Hewison fires shot at managed funds

Melbourne based financial planner and past Financial Planning Association (FPA) chair, John Hewison launched an attack on managed funds at the Certified Financial Planner...

Financial planning

1 May 2003

Why more may be less on a platform

If you’re looking for bells and whistles in a platform, you are spoiled for choice in this country. Julie Bennett looks at what’s on offer and what purpose it serves....

Financial planning

13 April 2003

Try before you buy

Financial planning businesses are still selling for big money, but there are pitfalls for both the buyer and seller. Julie Bennett reports....

Financial planning

3 April 2003

AXA chief says future of advice assured

AXA chief executive officer Les Owen says that despite all the recent bad news the outlook for the Australian wealth management market looks good....

Financial planning

16 March 2003

Lambert calls for breaking of CFP and FPA nexus

Count Wealth Accountant’s Barry Lambert has called for certified financial planners (CFPs) to separate themselves from the Financial Planning Association (FPA) while conf...