Nicole Szollos

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Financial planning

23 Jul

Queensland chapter conference promises attendees ‘No Bull’

A MAJORITY of Queensland-based financial planners would prefer to listen to other planners and individuals with their own practices at industry conferences, according to ...

Financial planning

23 Jul

Non-advisory staff training

Financial services industry staff who fall outside the tier one and tier two levels can now undertake a training course to understand obligations under Policy Statement (...

Financial planning

23 Jul

Making estate planning matter

While estate planning has been around for many years, its popularity with both advisers and investors is increasing. NICOLE SZOLLOS speaks to industry professionals to fi...

Financial planning

22 Jul

Morningstar lukewarm on AXA

Research house Morningstar today released a Business and Management Strenth (BMS) rating on AXA Australia, scoring the group with a mark of three representing a place in ...

Financial planning

22 Jul

FSRA licensing: get yourself moving!

Three months after the Financial Services Reform Act was passed, ASIC is still pushing its licensing message to the financial services industry to get organised and get c...

Financial planning

22 Jul

International shares maintain popularity

The international share market has been tainted by a slump in performance in the past 12 months, while in comparison, managers on the local scene have battled ahead earni...

Financial planning

22 Jul

Southern Cross Consortium lands Sydney Airport

THE profile of infrastructure funds, particularly those involved in the aviation sector, has been assisted of late with the recent purchase, and privatisation, of Sydney’...

Financial planning

22 Jul

Infrastructure grows a loyal following

Alternative investments have become increasingly attractive to retail investors as knowledge and awareness of the sector gains pace. While infrastructure funds have been ...