Zilla Efrat

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Financial planning

20 Jan

Hot share tips for the new year

Table: The All Ords at the end of 2000 Macquarie Bank’s Greg Matthews 3100 Ord Minnett’s David Cassidy 3200 BT Funds Management’s Michael Coop 3300 JB Were’s Jus...

Financial planning

20 Jan

ASIC bans fraudster

The Australian Securities and Investment commission (ASIC) has permanently banned Ian William Pavletich, a former representative of Hillross Financial Serv-ices, from act...

Financial planning

20 Jan

Fund managers set to unveil GST adviser strategy

Macquarie Investment Management has set the pace for what advisers can expect when it comes to the impact of GST on their hip pockets....

Financial planning

19 Jan

Dow Jones launches local index

Dow Jones Indexes has launched an Australian index which covers 95 per cent of the Australian share market....

Financial planning

17 Jan

FMP, PCA to merge

Melbourne-based Management Professionals Group (FMP) and PCA Financial Serv-ices have merged....

Financial planning

13 Jan

New adviser group formed in Perth

Perth-based Saw James Capel’s two most senior financial advisers – Kevin Payne and Patrick Horneman - have left to start their own company....

Financial planning

11 Jan

Melbourne adviser banned

The Australian Securities and Investment commission (ASIC) has permanently banned a former Melbourne securities representative, Richard Long Chin Joon, from acting as a r...

Financial planning

11 Jan

Pavletich banned for life

The Australian Securities and Investment commission (ASIC) has permanently banned Ian William Pavletich, a former representative of Hillross Financial Serv-ices, from act...

Financial planning

17 Dec

Deutsche's top 50 chartbuster

Deutsche Bank's Top 50 funds, launched in early July 1999, have put up an impres-sive showing in Mercer's Unit Trust tables for the three months to October 31....

Financial planning

15 Dec

Helmich joins FPA board

AMP Financial Planning managing director Steve Helmich has been appointed to the Financial Planning Association’s (FPA) board to rep-resent the large dealer groups....