Julie Bennett

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Financial planning

24 Nov

There is no doubt the Australian Consumers’ Association/Australian Securities and Investments Commission’s (ACA/ASIC) 2003 shadow shopping survey had a dramatic impact on...

Financial planning

24 Nov

Coonan voted industry’s most influential

Senator Helen Coonan has been voted this year’s most influential person in financial services. Coonan, the Minister for Revenue and Assistant Treasurer, was given the top...

Financial planning

20 Nov

Understanding the underwriter

Underwriters have one of the most difficult jobs in the industry – but how good are they really? Julie Bennett reports....

Financial planning

10 Nov

Life advisers missing in action

The impact of Financial Services Reform (FSR) is really being felt in the life industry. Julie Bennett reports....

Financial planning

04 Nov

Implementing a service culture

The hardest thing about implementing a service culture, according to financial adviser Sylvia Dickson from Dickson Bonacci, is defining what a service culture actually is...

Financial planning

04 Nov

The challenges facing an ageing Australia

An ageing Australia will provide financial planners with greater opportunities. Julie Bennett reports....

Financial planning

04 Nov

Be all you can be and more

It wouldn’t be an FPA convention without motivational speakers. Julie Bennett asked Carolyne McCourtie to share her philosophy....

Financial planning

04 Nov

Be seen, be heard and have your say

If you’ve always wanted to throw in your 10 cents worth on where you feel the industry has gone wrong – here is your opportunity. Julie Bennett reports....

Financial planning

03 Nov

Exploding the BOLR myth

Julie Bennett reports on Credit Suisse’s latest Hypercompetition paper, which exposes the flaws of the buyer of last resort facility....

Financial planning

22 Oct

The education you need to be a financial adviser

With all the changes the Financial Services Reform Act (FSRA) has brought, what do you need in terms of education to become a financial planner? Julie Bennett reports....