Ross Kelly

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Financial planning

4 April 2005

ASIC’s first snare in new super campaign

A Tasmanian financial planner has become the first scalp in the corporate watchdog’s new super switching campaign, after not giving his clients statements of advice....

Financial planning

4 April 2005

FSP defends adviser snared by ASIC

A marriage break up and a death in the family formed part of the reason why Hobart based financial planner Brendan Moore did not give four of his clients statements of ad...

Financial planning

31 March 2005

Govt to launch ‘paper free’ SG payment system

The federal government will act on its promise to make administering super guarantee payments easier for employers next Monday by launching a new streamlined electronic p...

Financial planning

29 March 2005

IWL boasts success to lure JDV shareholders

Advisory software and research provider IWL tried to keep shareholders of stock broking firm JDV keen on a takeover bid yesterday by posting an extraordinary monthly earn...

Financial planning

17 March 2005

St George tops retail growth tables

St George bank was the hottest retail fund manager in 2004, growing its funds under management faster than any other competitor in the retail market....

Financial planning

15 March 2005

Macquarie hot on ailing CFS’ heels

Colonial First State is close to losing its tag as Australia’s biggest fund manager to a boisterous Macquarie Bank, with the latter’s funds under management growing at 9 ...

Financial planning

14 March 2005

DKN puts accrued shares up for sale

Listed dealer group DKN Financial put a number of shares up for sale today, having accrued a bank of available stock after it encouraged smaller share holders in January ...

Financial planning

10 March 2005

Tower compensates customers for $1m error

Thanks to another administrative mishap, Tower Limited has been ordered by the corporate regulator to give $1 million back to customers whom it accidentally overcharged a...

Financial planning

8 March 2005

Fiducian restructures for acquisitions push

Set for a fresh dash down the acquisitions path, listed non-aligned dealer group Fiducian Portfolio Services today announced a shake-up of its distribution team....

Financial planning

7 March 2005

Tardy practices face ASIC whipping

Hundreds of financial planning practices could incur huge fines or lose the right to operate their businesses if they fail to produce overdue 2004 annual accounts and aud...