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Financial Planning

Macquarie gets Zenith approval

Zenith Investment Partners has awarded Macquarie Financial Services' Generator Notes a 'Recommended' rating.

Challenger to create national network of financial planners

Challenger Financial Services Group plans to pay the equivalent of about $100 million in a share swap with Associated Planners Group to create a national network of some 450 financial planners that will include its Garrisons Financial Planning arm.

IOOF/Perennial tops survey

A 1.9% gain in March earned the IOOF/Perennial Balanced Fund the status of best performer in Mercer Investment Consulting's monthly survey of pooled funds, which look set to reward superannuation investors with double-digit returns for the 12 months ...

Bendigo Bank in alliance with Etrade for online trading

AAP  |  THURSDAY, 8 APR 2004
Bendigo Bank has teamed up with Etrade Australia to launch a new online share trading platform.

Mariner launches Mortgage Trust

AAP  |  TUESDAY, 6 APR 2004
Bill Ireland's Mariner Financial today launched Mariner Mortgage Trust, which it expected to become a "cornerstone" of its suite of managed funds and retirement income products.

ANZ establishes mortgage franchises

AAP  |  THURSDAY, 1 APR 2004
ANZ Banking Group said today it will establish 15 mortgage franchises in Melbourne, Sydney and Queensland by July with the goal of rolling out 175 nationally.

ASIC drops receiver bid on Kaye emprie

AAP  |  TUESDAY, 30 MAR 2004
The Australian Securities and Investments Commission has dropped court moves to appoint a receiver to manage the assets of property broker Henry Kaye after an agreement between Mr Kaye and a liquidator.

Nigerian letter scam victim pleads guilty

A Victorian financial adviser has plead guilty to five counts of obtaining financial advantage by deception, following his reply to a person purporting to be a representative of a Nigerian government committee, and a subsequent investigation by the industry ...

Kennedy loses bid to keep notes to lawyer from ASIC

AAP  |  FRIDAY, 26 MAR 2004
Sydney businessman Trevor Kennedy has lost his bid to keep two pages of notes to his lawyer out of the hands of the corporate watchdog.

Prospect of more rate hikes focuses households on debt reduction

AAP  |  FRIDAY, 26 MAR 2004
Higher interest rates and the prospect of further hikes have focused Australian households on debt reduction, a new report has found.