Lucie Beaman

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Financial planning

30 September 2003

On the right side of the law

The clients and businesses of lawyers and financial planners have much to gain from professional partnerships. Lucie Beaman reports on the ins and outs of what can be a b...

Financial planning

24 September 2003

BFPPG fights Govt for FSRA changes

The Boutique Financial Planning Principals Group (BFPPG) is lobbying Government for changes to aspects of the Australian Financial Services Reform Act (FSRA) which it arg...

Financial planning

24 September 2003

Back-office: Tips to take control

So, you’re a small practice wanting to look after your own back-office? Here are some tips to help you take total office control....

Financial planning

23 September 2003

Going it alone

Many one-man bands and small practices are handling their own back-office. Lucie Beaman reports....

Financial planning

23 September 2003

Planner doing it for himself

Managing director of financial planning firm NC Bruining & Associates, Nick Bruining, says that while keeping back-office duties in-house means getting your hands dirty, ...

Financial planning

22 September 2003

HFA undergoes board and ownership changes

The Suncorp Group has offloaded its 53 per cent interest in Hedge Funds Limited (HFL), while Hedge Funds of Australia (HFA) managing director Spencer Young has increased ...

Financial planning

21 September 2003

ASIC in offshore crackdown

The Australian Securities and Investments Commission (ASIC) has joined forces with financial services regulators in the US, UK and Hong Kong in a world first internationa...

Financial planning

17 September 2003

The way we were...

They were the wheelers and dealers, the movers and shakers, the dreamers and schemers of an industry about to happen. They launched dealer groups and funds management com...

Financial planning

17 September 2003

Degree entry for CFP by 2007

The Financial Planning Association (FPA) has lifted the bar for education with a mandated degree entry to its Certified Financial Planner (CFP) program from January 1, 20...

Financial planning

17 September 2003

Integratec halts education fraud attempt

A case of attempted fraud has surfaced with training and education provider Integratec alleging a woman has forged education qualifications in attempt to dishonestly ente...