Craig Phillips

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Financial planning

04 Mar

Industry to surprise in next shadow shop

The Financial Planning Association (FPA) is confident its membership is well-positioned to endure any future shadow shopping surveys due to marked improvements in industr...

Financial planning

02 Mar

Macquarie expands into Japanese infrastructure

Macquarie Bank has expanded its international infrastructure capabilities after striking a deal with the Development Bank of Japan to create a new joint venture in the co...

Superannuation

02 Mar

Garrisons teams with Tribeca on SMSFs

Challenger-owned adviser group Garrisons has struck a deal with education provider Tribeca to provide its authorised representatives with the opportunity to offer advice ...

Financial planning

01 Mar

UBS picks up SG warrants book

UBS’s securities arm has struck a deal with SG Australia to administer the latter’s existing instalment warrant book of business as SG seeks to significantly scale down i...

Financial planning

27 Feb

Suncorp turns in healthy performance

Boosted by an upturn in market conditions, Suncorp delivered a better than expected net profit today across its three main business areas – banking, general insurance and...

Financial planning

25 Feb

Perpetual to grow through acquisition

Perpetual Trustees remains in the hunt for acquisitions in a bid to expand into additional asset classes and increase the diversity of its product range following an asse...

Life/Risk

24 Feb

Tower gives risk insurance a face lift

Tower Australia has revised the commission structures, product definitions, features and ease of gaining coverage across its risk insurance products and yesterday unveile...

People & Products

23 Feb

Westpac seeks new dealer group head

Westpac financial planning head, Scott Walters departed from the group on Friday after less than a year in the role, with his responsibilities passing in the interim to B...

Financial planning

23 Feb

Quadrant buys out Challenger

Melbourne-based dealer group Quadrant Securities is set to buy the 50 per cent stake held in it by Challenger Financial Services Group (CFSG), through dealer group Garris...

Financial planning

20 Feb

IOOF execs depart following role merge

Further restructure at newly listed IOOF will see two senior staffers depart the group today in light of plans to consolidate the firm’s executive sales roles and create ...