Lachlan Gilbert

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Financial planning

08 Aug

Tasmanian adviser pleads guilty to $1.7 m fraud

A Tasmanian-based insurance agent and financial adviser has been remanded in custody after pleading guilty to 28 charges of fraud relating to more than $1.7 million in cl...

People & Products

07 Aug

Invesco continues recruitment drive

Invesco has promoted John Ryan, formerly a member of its clients services team, to head up its retail sales, servicing intermediaries in Victoria and South Australia....

Financial planning

02 Aug

Sherry launches super policy attacking fees

Shadow Minister for Retirement Incomes and Savings Senator Nick Sherry told today’s Investment and Financial Services Association (IFSA) conference that a Labor governmen...

People & Products

02 Aug

FPA appoints new chairman

Steve Helmich was today elected new chairman to the board of the Financial Planning Association of Australia following the decision by John Godfrey to stand down for pers...

Financial planning

01 Aug

Skandia launches multi-manager funds

Australian Skandia has taken two new fund-of-funds to the retail market, with plans to make them available to the wholesale market at the end of the year....

Financial planning

31 Jul

ASIC to release guidelines on SRI disclosure

The Australian Securities and Investments Commission (ASIC) will release a discussion paper about disclosure on socially responsible investment (SRI) products which could...

Financial planning

30 Jul

C’wealth, Colonial and Gandel property trusts propose merger

The Colonial First State Property Trust Group will be taking to its unit holders a proposal for the group to merge with the Commonwealth Property Office Fund and Gandel R...

Financial planning

29 Jul

Deutsche fixed interest products slip in Assirt rating

Assirt has given Deutsche Asset Management a tick for its Global Equities Opportunities Fund, but a cross for the fund manager’s international fixed interest capabilities...

Financial planning

26 Jul

How to get head hunted

Ever wondered how your boss got their job? LACHLAN GILBERT gets on the job trail and talks to some headhunters and a few of the prize trophies....

Financial planning

26 Jul

NSW mortgage scheme to get a receiver

A New South Wales mortgage scheme has had a receiver appointed to it despite fears of investors involved in it that a receiver would increase the potential capital losses...