Craig Phillips

View articles by Craig

Craig 's social profiles:

News by this author

Financial planning

12 Aug

AI&FP strives to put personal service first

Personal service for advisers and clients is only one of the hallmarks of Australian Investment & Financial Planners. Craig Phillips reports....

Financial planning

12 Aug

BT signals new advice dealership intent

BT Financial Group has delivered the strongest indication to date it plans to launch a new dealer group, with the Westpac Bank-owned fund manager signing-up former Retire...

People & Products

10 Aug

Fidelity signs Ohlsson to head local operations

Fidelity Investments has snared Barclays Global Investors (BGI) adviser services director Michael Ohlsson to manage its Australian business....

Financial planning

10 Aug

CBA hones new advice proposition

The Commonwealth Bank of Australia has snared former MLC strategist - Marc Herrmannsen - to head-up its ongoing group-wide advice project and assist in formulating a new ...

Financial planning

10 Aug

ASIC seeks dollar disclosure feedback

The Australian Securities and Investments Commission has released details of the new dollar disclosure obligations that product issuers will face as of January 1, 2005, a...

Financial planning

09 Aug

New co-operative to aid non-aligned advisers

Advice group Benwest Investment Services has teamed up with Lifestyle Financial to create the Boutique Group, a new co-operative offering back office services to small in...

Financial planning

09 Aug

LIC makes acquisition bid for PSI

Brickworks Investment Company is aiming to boost its underlying investment portfolio through the acquisition of Pacific Strategic Investments following the pair reaching ...

Financial planning

06 Aug

Ex-AMP executives emerge to launch boutique

Former AMP Capital Investors executive Michael Evans has surfaced in the market to co-launch a new boutique investment group - Quest Asset Partners - along with former AM...

Financial planning

04 Aug

Tower gives options, repays banks

Tower Limited has finalised its issuing of 11.4 million options worth over $17 million to 40 of its senior executives, and has used almost $70 million of the $185 million...

Financial planning

04 Aug

ATO ends tax-avoidance uncertainty

The Australian Tax Office has reassured financial planners and investors today by indicating commonly-used superannuation strategies will not attract the anti-avoidance p...