Lucie Beaman

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Financial planning

21 April 2003

IWL close to taking full control of Sanford

IWL’s holding in Sanford Securities has increased to 85 per cent following the recent recommendation by the latter’s independent board of directors for all remaining shar...

Financial planning

14 April 2003

Two new management staff at Zurich

Zurich Financial Services has picked up ex-AMP and Rothschild employees to fill two new positions in the risk and investment management teams....

Financial planning

13 April 2003

Adviser banned for Nigerian scam

The Australian Securities and Investments Commission (ASIC) has permanently banned another financial adviser from the industry after involvement in a notorious Nigerian l...

Financial planning

13 April 2003

Morningstar picks up IOOF executive

Geof Marsh has joined Morningstar as Australian national account executive, and will now be responsible for managing and developing the research house’s relationships wit...

Financial planning

13 April 2003

Mercer researches the alternatives

Mercer Investment Consulting will now rate alternative active Australian fixed income products, choosing the option over conventional active Australian fixed income produ...

Financial planning

10 April 2003

Sanford board concedes

Sanford Securities’ board of independent directors is recommending all remaining shareholders accept IWL’s offer to buy their stake in the company a week before the latte...

Financial planning

9 April 2003

Cuffe unveils Challenger line up

Challenger Internationalacting chief executive Chris Cuffe has moved to quickly unveil his new senior management team after yesterday’s announcement the group will merge ...

Financial planning

9 April 2003

Morningstar offers mixed ratings for BT

Morningstar has downgraded BT/Sagitta’s listed property outlook in response to the recent team changes, while upgrading BT’s international equities outlook....

Financial planning

8 April 2003

Tower board consolidates

Tower Limited has experienced further changes to the composition of its board following the appointment of two executives and the departure of long-standing director Lanc...