Lucie Beaman

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Financial planning

6 July 2003

Himbury to assist in Pivotal restructure

Former Westpac head of financial planning and advice Brett Himbury has struck a short-term deal with Tower Australia to provide advice on the restructure of its dealer gr...

Financial planning

6 July 2003

ANZ in talks over ING MyWrap rollout

The ANZ Banking Group could be making the move from the BT Wrap to ING MyWrap for its Private Clients division, according to the ING group....

Funds management

1 July 2003

Credit union makes wealth management play

The Community First Credit Union has become the first credit union in Australia to launch a wealth management product, after working in conjunction with Millennium3 Finan...

Financial planning

30 June 2003

IWL forecasts growth in earnings

The IWL group has forecast operating earnings of $5 million for the year ending June 30, a figure $3 million greater than last year and more than $2.6 million up on the f...

Financial planning

26 June 2003

Brewer to steer Pivotal growth

Tower Australia has appointed former Royal & SunAlliance general manager sales and marketing Ken Brewer as the new head of its recently restructured Pivotal dealer group....

Financial planning

25 June 2003

Tower centralises asset management

The Tower Group has created a new asset management group in Australia which it says will combine Tower Asset Management with some investment functions of Tower Trust Aust...

People & Products

24 June 2003

Zurich creates new head of sales role

Zurich Financial Services has created the new Sydney-based role of assistant head of group sales, which the group hopes will help co-ordinate its key accounts, master tru...

Financial planning

18 June 2003

Tower in court over technology payment blunder

Financial services group Tower Australia will meet the Australian Securities and Investments Commission (ASIC) in court tomorrow after incorrect payments were made to its...

People & Products

29 May 2003

Advance names new head of distribution

Advance Funds Management, the funds management arm of the St George banking group, has appointed a new head of distribution, with Tom Kneen starting this week....