Lucie Beaman

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Financial planning

15 Jul

Lambert quashes Count PI concerns

Count Financial Services managing director Barry Lambert has strenuously denied claims the group operated without professional indemnity (PI) insurance cover after a numb...

Financial planning

15 Jul

Perpetual boss moves on after eight years

Perpetual Trustees Australia managing director Graham Bradley is leaving the company after eight years in the position....

Financial planning

15 Jul

Absolute Capital expands team structure

Alternative investment fund manager Absolute Capital has made significant changes to its investment team, with group managing director Deon Joubert picking up the role of...

Financial planning

14 Jul

InTech names new investment research head

InTech Research has appointed a new head of investment research, with Michael Coop stepping into the role....

Financial planning

11 Jul

Oasis launches first free planner software

Platform provider Oasis has built what it claims is the industry’s first free software product - a new Internet-based straight through processing (STP) adviser desktop sy...

Financial planning

09 Jul

Ipac expands regional push

Financial planning group Ipac Securities has increased its stable with the integration of two new groups in regional areas of New South Wales (NSW) and Victoria....

Financial planning

08 Jul

IFSA backs FPA on super advice

The Investment and Financial Services Association (IFSA) has backed the Financial Planning Association’s (FPA) recent comments in defending the Financial Services Reform ...

Financial planning

07 Jul

ANZ in talks over ING MyWrap rollout

The ANZ Banking Group could be making the move from the BT Wrap to ING MyWrap for its Private Clients division, according to the ING group....

Financial planning

07 Jul

Managers’merger reaps reward

Trust Company has announced the completion of its merger with Permanent Trustees and has posted a pre-tax profit of $7.2 million for the year ending February 2003, with P...

People & Products

07 Jul

IFSA appoints Pearce to board of directors

Colonial First State (CFS) chief executive John Pearce became the latest addition to the Investment and Financial Services Association (IFSA) board of directors after bei...