Liam Egan

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Financial planning

21 Oct

Fiducian Portfolio Services has embarked on an aggressive financial planner and dealer group acquisition policy, after posting a return to profitability in 2003/04....

Financial planning

21 Oct

Rewarding clients delivers prize leads

Existing clients are often the best source of future leads. The challenge for Simone Vanden-Driesen and Leishman Financial Services was to tap the source....

Financial planning

21 Oct

Let the leads come to you

Shadforths associate and private client adviser Tony Gray is in an enviable position....

Financial planning

21 Oct

Good karma only counts for so much

Jonathan Bonnett didn’t deliberately set out to write a book on financial planning to generate leads, but he always hoped a little business would come his way....

Financial planning

21 Oct

Working the local community

As a lawyer-cum-financial planner, Robert Kiddell has a foot in two worlds, and the leads to match....

Financial planning

21 Oct

Getting leads by association

Ever wanted to build a client list of doctors, lawyers and other high-net-wealth individuals? Or is it blue collar workers retiring with a big super payout that takes you...

Financial planning

21 Oct

Rothschild boss buys Arrows

The chief executive of Rothschild Australia’s Golden Arrow Funds, Clive Donner, has bought out the funds for an undisclosed amount....

Financial planning

19 Oct

ASIC controls on NAB compliance

National Australia Bank has provided the Australian Securities and Investments Commission with an enforceable undertaking to improve key systems and controls in its finan...

Financial planning

14 Oct

Investors warm to SRI

Socially Responsible Investment in Australia has taken off with funds under management jumping by 41 per cent to $21.5 billion over the 12 months ending June 30....