Lachlan Gilbert

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Financial planning

7 August 2002

Tasmanian adviser pleads guilty to $1.7 m fraud

A Tasmanian-based insurance agent and financial adviser has been remanded in custody after pleading guilty to 28 charges of fraud relating to more than $1.7 million in cl...

People & Products

6 August 2002

Invesco continues recruitment drive

Invesco has promoted John Ryan, formerly a member of its clients services team, to head up its retail sales, servicing intermediaries in Victoria and South Australia....

Financial planning

1 August 2002

Sherry launches super policy attacking fees

Shadow Minister for Retirement Incomes and Savings Senator Nick Sherry told today’s Investment and Financial Services Association (IFSA) conference that a Labor governmen...

People & Products

1 August 2002

FPA appoints new chairman

Steve Helmich was today elected new chairman to the board of the Financial Planning Association of Australia following the decision by John Godfrey to stand down for pers...

Financial planning

31 July 2002

Skandia launches multi-manager funds

Australian Skandia has taken two new fund-of-funds to the retail market, with plans to make them available to the wholesale market at the end of the year....

Financial planning

30 July 2002

ASIC to release guidelines on SRI disclosure

The Australian Securities and Investments Commission (ASIC) will release a discussion paper about disclosure on socially responsible investment (SRI) products which could...

Financial planning

29 July 2002

C’wealth, Colonial and Gandel property trusts propose merger

The Colonial First State Property Trust Group will be taking to its unit holders a proposal for the group to merge with the Commonwealth Property Office Fund and Gandel R...

Financial planning

28 July 2002

Deutsche fixed interest products slip in Assirt rating

Assirt has given Deutsche Asset Management a tick for its Global Equities Opportunities Fund, but a cross for the fund manager’s international fixed interest capabilities...

Financial planning

25 July 2002

How to get head hunted

Ever wondered how your boss got their job? LACHLAN GILBERT gets on the job trail and talks to some headhunters and a few of the prize trophies....

Financial planning

25 July 2002

NSW mortgage scheme to get a receiver

A New South Wales mortgage scheme has had a receiver appointed to it despite fears of investors involved in it that a receiver would increase the potential capital losses...