Lucie Beaman

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Financial planning

21 July 2003

WHTM eyes wholesale market

WHTM Asset Management will open its funds up to the wholesale market repackaging its retail funds and has set a target of reaching $3 billion dollars in funds under manag...

Financial planning

17 July 2003

Premium signs on with ARC

Sydney-based dealer group Premium Accounting has signed on with Adviser Resource Centre (ARC) in a deal that pushes the number of dealer groups signed to the service this...

People & Products

17 July 2003

Perennial appoints former Invesco executive

Boutique investment manager Perennial Investment Partners has appointed former Invesco head of operations Lewis Bearman into the same role with the predominantly value-st...

Financial planning

16 July 2003

ASIC licence approvals climb to 700

Australian Securities and Investments Commission (ASIC) director financial services Ian Johnston says the regulator has already issued around 700 financial services licen...

Financial planning

15 July 2003

Navigator provides budget AFSL solution

Financial services company Navigator will be providing a low cost service to assist securities dealers and life insurance brokers obtain Australian Financial Services Lic...

Financial planning

14 July 2003

Fixed focus equals success for UBS

UBS Global Asset Management led the pack of six star rated funds in the Australian Fixed Interest Sector, coming in ahead of IOOF/Perennial and BT Financial Group (Sagitt...

Financial planning

14 July 2003

Invesco reinforces domestic commitment

Invesco Australia has appointed former AXA Australia and New Zealand chief investment officer John Nairn in the newly created role of chief operating officer....

Financial planning

14 July 2003

Demand drives IntegraTec expansion

Financial planning education and training provider IntegraTec has launched a new office in Perth, while relocating its Melbourne offices....

Financial planning

14 July 2003

Perpetual boss moves on after eight years

Perpetual Trustees Australia managing director Graham Bradley is leaving the company after eight years in the position....

Financial planning

14 July 2003

Senator says planners the problem in super

Australian Liberal Party Senator John Watson has criticised the financial planning industry, labelling it one of the significant weaknesses in Australia’s superannuation ...