Julie Bennett

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Financial planning

20 Jul

Financial planning around the world – On the ground in Indonesia

When Australian financial planner Cameron Knox was 24, an English financial planning company specialising in the expatriate market sent him to help look after the financi...

Financial planning

20 Jul

CFP women honoured

Two financial planners have taken blue ribbons in the Telstra Business Woman’s Awards. ...

Financial planning

20 Jul

Financial Synergy buys NSP Buck Tasmania

Financial Synergy is set to become Tasmania’s largest independent provider of corporate employee benefit services following its takeover of NSP Buck’s Tasmanian operation...

People & Products

19 Jul

Institutional investors to head for hedge funds

Australian institutional investors will soon be demanding hedge funds in their investment portfolios, according to AXA global structured products managing director Barry ...

Financial planning

17 Jul

Media threatens advisers

Media/telco alliances with banks will pose the biggest threats to financial planners over the next 12 to 18 months, according to InvestorWeb managing director Otto Butula...

Financial planning

14 Jul

Dealers to come together

The FPA is expecting around 100 principal members to roll up to its third dealer principal’s conference at the Parkroyal Surfers Paradise on 18-19 August....

Financial planning

11 Jul

Blue ribbons for female CFPs

Two financial planners have taken blue ribbons in the Telstra Business Woman’s Awards....

Financial planning

07 Jul

Synergy buys NSP Buck Tasmania

Financial Synergy is set to become Tasmania’s largest independent provider of corporate employee benefit services following its takeover of NSP Buck’s Tasmanian operation...

People & Products

06 Jul

Bridges on the market, Scully leaves

Bridges Financial Services is up for sale. Chief executive officer Colin Scully who stepped down from his role with Bridges on June 30 says that he made the sell recomm...

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....