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Showing 31 - 40 of 100+ results for Elise Burgess

RBC acquires 100pc RBC Dexia IS

ELISE BURGESS  |  THURSDAY, 5 APR 2012

CFP adviser offers ASIC EU

ELISE BURGESS  |  THURSDAY, 5 APR 2012
ASIC has accepted an enforceable undertaking from a former Commonwealth Financial Planning adviser, including a five year ban. A former Commonwealth Financial Planning Limited (CFPL) adviser, Christopher Baker of Croydon, NSW, has offered to not provide ...

Future First joins Paragem

ELISE BURGESS  |  THURSDAY, 5 APR 2012
Victorian financial planning practice, Future First, is the thirteenth firm to join independently owned Paragem AFSL, leaving AMP-aligned Hillross Financial Services. With the addition of Future First, Paragem's AFSL now holds over $1.3bn under advice. ...

MLC shifts global allocation

ELISE BURGESS  |  WEDNESDAY, 4 APR 2012
MLC has shaken up its global shares strategy allocations with a new fund manager and dropping allocations to others. Taking effect immediately, MLC has allocated 11.5% to new manager Delaware Investments and dropped its 8.5% allocation to Capital International. ...

Alphington wins corporate super mandate

ELISE BURGESS  |  WEDNESDAY, 4 APR 2012
Alphington Private Wealth is the corporate super adviser for SMEC Super Fund, after being awarded a $45 million mandate. Under the mandate, Alphington will work with SMEC Super Fund staff and management to deliver wealth management, consulting and financial ...

Social media strategy works: FPA

ELISE BURGESS  |  WEDNESDAY, 4 APR 2012
Social media use by the financial planning community is a simple, smart way for advisers to stay on top of new regulatory developments, exchange ideas and benefit their own practices according to the FPA. Latest figures released by the Financial Planning ...

Bennelong Group appoints new director

ELISE BURGESS  |  WEDNESDAY, 4 APR 2012
Michael Pratt is the new non-executive director for the Bennelong Group Board and director of the board's philanthropic arm the Bennelong Foundation, effective immediately. Pratt joins the board from his role as head of consumer and SME banking, North ...

Practices valued at doubled RR: survey

ELISE BURGESS  |  TUESDAY, 3 APR 2012
Most financial planners value a planning business between two and three times the recurring revenue and expect a claw back clause, according to an industry survey. In a nation-wide survey of planners, Radar Results found that the highest demand for ...

Govt names Foreign Investment Review chair

ELISE BURGESS  |  TUESDAY, 3 APR 2012
Brian Wilson will take over as chair of the Foreign Investment Review Board, replacing John Phillips AO who will retire on April 16 after 15 years in the role. Announced today by Treasurer Wayne Swan, Wilson has been appointed for a five-year period ...

J.P. Morgan wins four super fund mandates

ELISE BURGESS  |  TUESDAY, 3 APR 2012
J.P. Morgan WSS will provide end-to-end third party derivatives collateral management for four super funds including AustralianSuper, as it completes a $30 million technology investment program for institutional clients. J.P. Morgan Worldwide Securities ...