Nicole Szollos

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Financial planning

05 Jun

St George Margin Lending adds regular gearing service

St George Margin Lending has made another enhancement to its margin lending product, a regular gearing facility, confirming its push to raise the product’s profile in the...

Financial planning

03 Jun

Lonsec recommendes forestry investments

Lonsec Alternative Research (LAR) has given a recommended rating to two new tax-effective timber projects, and forecast the schemes stand to benefit from global demand fo...

Financial planning

31 May

Tower Trust signs up St George Margin Lending

Tower Trust has added St George Margin Lending to its margin lending recommended list for wholesale managed fund investments....

Financial planning

31 May

Sibree bows out of Australian Unity after management restructure

Australian Unity group managing director and chief executive officer Mark Sibree has stepped down from the top post effective immediately after the group announced change...

Financial planning

30 May

AXA adds to advisory network

AXA Asia Pacific is set to establish its fourth financial advisory business in Australia, following its agreement to pay $201 million for the purchase of financial servic...

Financial planning

30 May

S&P forges ahead with fund research

Standard & Poor’s (S&P) is preparing to launch a ratings system for managed funds in a move that will bolster its already considerable push into the Australian funds mana...

Financial planning

30 May

Visiplan update provides more than tax solutions

Putting together tax strategies for clients is one area of the financial planning service which may require a helping hand. Technology can be one solution, and a platform...

Financial planning

30 May

Planning career paths for the future

The financial planner of the future will be a true service provider, outsourcing non-core activities to specialise in areas of expertise. NICOLE SZOLLOS talks to three pl...

Financial planning

24 May

IFSA restructures with general manager

The Investment & Financial Services Association (IFSA) has restructured its marketing and administration division, appointing marketing and communications senior manager ...

Financial planning

23 May

EICA adds some green to Tasmania

The Ethical Investment Company of Australia (EICA) has opened its second office after 12 months of operation in the Australian business, branching out into the Tasmanian ...