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Financial Planning

FPA chairman flags further changes

Financial Planning Association (FPA) chairman, Steve Helmich, has backed the December restructure of the organisation by new chief executive officer Kerrie Kelly.

Lonsec says new trust has NSW weakness

AAP  |  TUESDAY, 13 JAN 2004
Lonsec Property Research said today the MacarthurCook Industrial Property Trust has a weakness in its lack of exposure in New South Wales.

Colonial First State platform passes $5 billion mark

Colonial First State (CFS) has announced its FirstChoice platform has exceeded $5 billion in funds under administration, since its launch in May 2002.

Avco fined $3 million under consumer credit laws

AAP  |  MONDAY, 12 JAN 2004
A financial services company has been fined more than $3 million for failing to comply with consumer credit laws over an 11-year period.

BCA calls for senate reform

AAP  |  MONDAY, 12 JAN 2004
The Business Council of Australia (BCA) has called for far-reaching reforms of the Senate to enable governments to force legislative change through.

BankChoice comparison website relaunched to give investors further choice

Independent consumer information provider InfoChoice has relaunched its popular BankChoice website, offering consumers a more powerful set of comparison tools to help in their search for the best loan, credit card or deposit account.

ASIC grants AFSL exemption to financial counselling agencies

The Australian Securities and Investments Commission (ASIC) has announced it has granted conditional relief from the Australian Financial Services (AFS) licensing requirements to financial counselling agencies that provide financial product advice.

Winchcombe Carson robustified by AFS compliance: IOOF

The Winchcombe Carson dealer group has successfully transitioned to its Australian Financial Services (AFS) licence, resulting in a more robust and compliant back office for its advisers, IOOF has announced.

Telstra Super Financial Planning teams with Avanteos for wraps

Wholesale wrap platform manufacturer Avanteos has announced it will be providing Telstra Super Financial Planning with a wrap service labelled InvestmentPlan, to provide members and their families with their own non-super investment service.

Property guru Kaye faces court over third company

AAP  |  MONDAY, 15 DEC 2003
A court application to place a third Henry Kaye company in receivership has been listed to be heard on Tuesday next week.