Samantha Walker

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Financial planning

22 Jul

Complaints merger on hold

Any plans of a merger between the Life Insurance Complaints Service (LICS) and the Financial Services Complaints Resolution Scheme (FSCRS) have been scuttled, at least in...

Financial planning

22 Jul

FlexiPlan’s $6 billion man: Mulcahy’s five year plan

With less than a month in the managing director seat, Garry Mulcahy has already set his sights on new opportunities for the FlexiPlan master trust operations. Samantha Wa...

Financial planning

22 Jul

Tyndall on hold in wake of executive departures

Research group van Eyk has issued a hold recommendation on all Tyndall Investment Management products, following internal turmoil in the group....

Financial planning

22 Jul

CIS lands biggest single client account, by George

Victorian-based financial planning firm CIS Financial Services has landed its biggest single client account following Asgard’s recent successful tender to provide its ser...

Financial planning

22 Jul

Fund management groups miss deadline

A significant number of funds management groups missed the June 30 deadline for lodgement of trustee retirement notices under the Managing Investments Act (MIA), accordin...

Financial planning

22 Jul

Independent IFA creates its own trend

A new financial planning firm has bucked the industry trend, with its planners leaving a major corporation’s ranks to set up shop on their own....

Financial planning

08 Jul

Super funds take on advisers…

By offering choice to employees, the superannuation industry is boosting the demand for financial advice. But super funds are going head to head with financial planning g...

Financial planning

08 Jul

Ipac enters South Africa

Ipac Securities has entered the South African market with the purchase of a 50 per cent stake in the unit trust business of Brait SA....

Financial planning

24 Jun

Trio come together for some bridge building

High profile financial planner Garry Avis has joined up with well-known superannuation consultant Robert MC Brown and Darryl Pike to set up Bridgeport Advisers & Asset Ma...

Financial planning

24 Jun

Auditor forced to deregister

Auditor Michael Charlton is the latest casualty of the ASIC's con-tinuing investigations into Feldworth Financial Services and the failed investment vehicle EC Consolidat...