Nicole Szollos

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Financial planning

16 September 2002

Take the guesswork out of gifting

New social security gifting rules introduced this financial year could create headaches for retirees who don’t time it right, LALITA MANN warns....

Life/Risk

11 September 2002

Female market key to insurance growth

NICOLE SZOLLOS finds there is much work to be done in promoting life insurance products to women....

Funds management

12 August 2002

Sagitta forms global property alliance

Sagitta Wealth Management has formed an international alliance with a property securities manager, the first such alliance under the group’s new structure since Rothschil...

Financial planning

8 August 2002

Securities representative banned for life

A former securities representative has been banned for life from the securities industry by the Australian Securities and Investments Commission (ASIC) for transferring c...

Financial planning

8 August 2002

Financial job outlook stabilises but remains positive

Employment opportunities within the Australian financial services sector are continuing to hold strong amid the current global economic climate, figures from the latest T...

Financial planning

7 August 2002

Advisers optimistic about share market

Advisers are more optimistic than investors that the share market will improve in the next six months and are also likely to allocate twice as much to international equit...

Financial planning

7 August 2002

APT makes bid for AM’s troubled traded policies investors

INDEPENDENT traded policies broker Australian Policy Traders (APT) has put forward an offer to rescue investors wanting to exit AM Corporation’s troubled Diversified Trad...

Financial planning

5 August 2002

S&P downgrades AM Securitised Traded Policies Trust

The AM Securitised Traded Policies Trust No 1 has been downgraded by ratings house Standard and Poor’s (S&P), following the recent lowering of AMP Life’s counterparty cre...

Financial planning

1 August 2002

ING restructures distribution team

ING has taken the next step in its Medium Term three year plan with a restructure of its Distribution Management Group, dividing and strengthening its focus across its th...

Financial planning

31 July 2002

Financial planners winning more clients’ hearts

The number of consumers using a financial planner for advice has increased, particularly amongst the older generations, with people over the age of 35 more likely to use ...