Dr June Smith

June is a Principal in Argyle Lawyers Pty Ltd in its Melbourne office and consults to the financial services industry on issues relating to governance, professional ethics, corporations law, compliance and alternative dispute resolution. She has a PhD in Law from Victoria University. Her thesis was titled “Professionalism and Ethics in Financial Planning” and was […]

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AMP launches Diploma of Financial Services

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AMP is boosting its training capability by introducing a new qualification, the Diploma of Financial Services, which will be available through its Horizons Academy from January 2011. AMP Horizons Director Tim Steele said the introduction of the Diploma to the Horizons suite demonstrates AMP’s commitment to raising the standards of education in the financial planning […]

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Guiding SMSF trustees through borrowing and residential property investing

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An increasing number of self-managed superannuation fund (SMSF) trustees and members looking at investing in residential property are seeking clear information on borrowing, and how residential property fits within their portfolio. Many of these, however, who do not obtain specialist advice, remain unaware of the potential tax implications and penalties that may be incurred. Analysis […]

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Shane Moore

Shane has worked in the financial services industry since 1998 both in Australia and the UK. His experience spans a wide variety of roles covering sales, product development and compliance. After a decade working in the corporate sector for some of Australia’s leading institutions, Shane established his own financial planning firm with a strong focus […]

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Ross Johnston

Ross Johnston has over 25 years experience in the Australian Financial Services Industry with specific expertise in financial planning, dealer services, platforms and financial advisory technology. Ross established the national financial planning business for Australian Unity. He has also held senior executive positions with stock broking / advisory technology business IWL Limited and financial planning […]

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Steve Helmich

Steve Helmich has been AMP’s Director Financial Planning, Advice & Services for over 10 years. At AMP Steve has worked across investments, customer service and distribution.  Included in his experience is two years as an adviser, the leader of a taskforce that revamped distribution, a State Manager role in WA, and Managing Director of AMP […]

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Raymond Griffin

Ray Griffin is a founding director of AdviserVoice and having served more than 20 years as a financial planning practitioner, he is well versed in the issues which confront financial planners on a daily basis. He built a financial planning business from scratch and successfully sold it in 2009. Ray is a past Chairman of […]

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Julia Newbould

Julia Newbould is a communications professional with more than 20 years’ editorial experience (over 10 in financial services). She has significant experience writing for the financial services media industry including scripts for video and tv and with social media. Julia recently joined BTFG’s marketing department as Senior Marketing Specialist – Adviser Communications. Prior to this […]

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Zenith Launches its Model Portfolios on the Linear Managed Account Platform

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Zenith Investment Partners (Zenith) has launched a suite of five diversified, multi-manager model portfolios on the Linear Managed Account platform. The models, which operate under a managed investment scheme structure, are actively managed by Zenith on behalf of clients to ensure that the funds held in the portfolios and their weightings remain optimal over time. […]

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Old favourites lose ground in Russell’s Australia high dividend index reconstitution

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Defensive stocks and financials dominate high dividend index Fosters and Telstra were down weighted Defensive stocks have proved to be the best choice for dividend yields in the Russell Australia High Dividend Index reconstitution, while old favourites such as Fosters, Qantas and Telstra were down-weighted. The reconstitution has added eight new high-yield stocks mainly in […]

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