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Showing 1761 - 1770 of 2303 results for "Financial Planner"

HESTA appoints three

COMPANY RELEASE  |  THURSDAY, 9 OCT 2008
... industry experience to its management team. The new executive manager - member advice, Debby Blakey, is a certified financial planner practitioner and has over 20 years' experience in the superannuation and financial planning industries. Blakey joined ...

Back to basics for property

RUTH LIEW  |  WEDNESDAY, 8 OCT 2008
LandMark White Invest today unveilled the LMWI Diversified Property Fund - a debut offering that executes a low gearing, minimal risk approach to property investing. LMW Invest, a spin off from property valuation firm LandMark White group, secured the ...

Online drill for gold

MICHELLE BALTAZAR  |  WEDNESDAY, 8 OCT 2008
... 100 per cent secure and goldsilverbullion.com.au is a new offering. Founder Alex Jamieson, a Melbourne-based financial planner, set up the website in July this year.

AMP taps first home saver market

RUTH LIEW  |  MONDAY, 22 SEP 2008
AMP Banking is offering first home saver accounts (FHSAs) which boasts an 8 per cent interest rate per annum. AMP is launching the new account from the beginning of October, which will see borrowers pay an introductory variable interest rate of eight ...

AMP planning school broadens intake

MICHAEL HOBBS  |  FRIDAY, 19 SEP 2008
AMP Financial Planning's Horizon Financial Planning Academy is accepting recruits from Western Australia, South Australia and the Northern Territory in its next intake. The next intake begins next week and the program starts in January. Tim Steele ...

IRESS upgrades service

MICHAEL HOBBS  |  FRIDAY, 19 SEP 2008
IRESS' next upgrade is providing financial planners with easier access to alternative income streams such as mortgage broking and the ability to create a statement of advice across all investment platforms faster. The firm's next update, version 130 ...

No jump in client meetings: Business Health

MICHELLE BALTAZAR, MICHAEL HOBBS  |  MONDAY, 15 SEP 2008
... activity, remodelling and planning - which has to get done." Ross Curulli, Hall Chadwick managing director and financial planner, said the number of clients that advisers would meet depended on each practice's overall strategy. While Hall Chadwick financial ...

ShareInvest gets Lonsec approval

MICHAEL HOBBS  |  MONDAY, 15 SEP 2008
OneVue's separately managed account (SMA) product, ShareInvest, received an 'approved' rating from Lonsec. Lonsec found the product's fees were transparent and reasonable for the administration service provided. "This means when financial planners use ...

Getting the right mix

RUTH LIEW  |  WEDNESDAY, 10 SEP 2008
Diversification is a buzzword used by super funds, financial planners and fund managers to make money in volatile markets - but exploiting diversity has to start with picking the right manager from the outset, said an industry expert. While in theory ...

BT toolkit targets three gens

RUTH LIEW  |  WEDNESDAY, 10 SEP 2008
BT Financial Group is taking a three-pronged approach to help their financial advisers garner business from Gen X, Y, and baby boomer clients. BT yesterday launched the BT Generation Series - three educational toolkits available to its wrap advisers ...