Nicole Szollos

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Financial planning

30 May

Smith signs up with AFS

Chris Smith has left his post as national manager of multi-advisers with Zurich Financial Services to take on the national business manager position at partly owned Zuric...

Financial planning

29 May

Guilford quits AMP for Timbercorp

Well-known financial services figure Bonnie Guilford has departed AMP Financial Planning and joined Timbercorp in the newly created position of marketing and technical ma...

Financial planning

25 May

Get up to speed on FSRB: ASIC

Financial services groups across the industry need to be looking closely at the Financial Services Reform Bill (FSRB) to establish how it will impact their businesses....

Financial planning

24 May

Trinity finds strength through diversity

Critical mass and a penchant for specialisation has propelled Trinity Financial Services forward as this North Queensland practice sets its sights on the road ahead. Nico...

Financial planning

24 May

Chapel Road loses flock

Financial Planning Group Chapel Road has lost more than half of its 39 proper authority holders after its licence was revoked by the Australian Securities and Investment ...

Financial planning

24 May

Year end can be super for clients

As the nation fast approaches the end of another financial year, superannuation maintains its prime place as a popular tool for creating a tax effective year end strategi...

Financial planning

24 May

Ethical rage continues

The new group will be known as The Ethical Investment Company of Australia and be based on the UK based Ethical Investment Co-operative and headed by founder and direct...

Financial planning

24 May

Information flow changes course

Fresh off the back of the alienation of personal services income legislation and the Financial Services Reform Bill (FSRB), the financial services industry has another le...