Craig Phillips

View articles by Craig

Craig 's social profiles:

News by this author

Financial planning

17 Aug

Trust rounds off business restructure

Trust Company has appointed former Challenger consultant Assyat David to head up its financial services division and complete a group-wide business review kicked-off in A...

Financial planning

16 Aug

Challenger share price sweetens APFS deal

Challenger Financial Services Group’s formal acquisition of Associated Planners Financial Services on Friday concluded at an almost $10 million discount to the industry a...

Financial planning

13 Aug

RetireInvest offers better deal to financial planners

ING-owned RetireInvest has created a more equitable dealer split model for its advisers by abandoning its incremental revenue sharing structure in place of an arrangement...

Financial planning

13 Aug

Associated Planners backs deal

Associated Planners Financial Services (APFS) shareholders delivered a landslide vote last week in favour of Challenger Financial Services Group’s (CFSG) proposal to acqu...

Financial planning

13 Aug

Planner groups told to think globally

Australian financial planning groups are being encouraged to expand overseas and tap into a number of under-serviced markets that present a bevy of advice opportunities....

Financial planning

13 Aug

HBF seeks alliances to avert disaster

Perth-based health insurance firm HBF is formulating a strategy to offer other forms of financial services to its more than 900,000 members and customers through strategi...

Financial planning

13 Aug

One year on at CFS

Craig Phillips talks to Colonial First State general manager distribution Richard Nunn about the changes to distribution strategy at CFS over the past year....

Financial planning

13 Aug

Ex-Sagitta chief set to make return

Former Sagitta Wealth Management chief executive Peter Martin is set to return to the market later this year as head of a new start-up venture - Rismark International Lim...

Financial planning

13 Aug

Western Pacific kicks off new businesses

Perth-based dealer firm Western Pacific Financial Group has unveiled an ambitious organisational expansion that involves the formation of a holding company to sit above a...

Financial planning

13 Aug

ATO faces harsh criticism in Parliament

The Australian Taxation Office (ATO) has again been slammed in Parliament over its inflexibility and reluctance to grant concessions to investors in tax-effective investm...