Julie Bennett

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News by this author

Financial planning

31 Aug

County Investment Management is up for sale – only three years after the National paid $100 million for the business....

Financial planning

31 Aug

Associations make their stand on advice

The Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) are at odds following the release of a parliamentary report on the Financial Serv...

Financial planning

18 Aug

Security fears raised about screen scraping

Screen scraping technology is raising grave concerns about security risks across the financial services industry with some players fearing it could leave customers expose...

Financial planning

17 Aug

Financial planning enters golden age

Consumer demand for quality financial advice will outstrip supply within five years, according to Zurich national manager, business development, Bob Ossey. ...

Financial planning

17 Aug

Planners cautioned over tax advice

Financial planners will need to change the way they offer advice on tax issues as they relate to investments....

Financial planning

17 Aug

Security fears raised about screen scraping

Screen scraping technology is raising grave concerns about security risks across the financial services industry with some players fearing it could leave customers expose...

Financial planning

17 Aug

Inside the Dealers 17/08 – Life agents make good as planners at MLC

When MLC life agents went searching for a home they didn't have to look very far. MLC Financial Planning set up shop in 1988 and has been providing dealer group support f...

Accounting

16 Aug

Lawyers and accountants escape licensing regime

Lawyers and accountants will not be subject to the same licensing requirements as financial planners if the findings of the Joint Statutory Committee on Corporations and ...

Financial planning

15 Aug

National manages to put County up for sale

County Investment Management is up for sale – only three years after the National paid $100 million for the business....

Funds management

11 Aug

AM launches property trust

AM Corporation has launched a property trust, AM Property Plus. The trust currently holds two office buildings – one in Queensland and one in Victoria – and is negotiati...