Are social media experts the new Y2K experts?

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It’s hard to ignore the explosion of social media and its impact on business. For example, LinkedIn Australia now has >2million members with a new member joining every second. It’s no longer a question of whether to involve yourself and your business in social media or not. The question is ‘how are you going to […]

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New Carbon Tax: More or less certainty?

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Details on proposed Carbon Tax The Federal Government has proposed a new tax on carbon emissions of $23 a tonne to apply to 500 of the biggest corporate emitters from July 2012. The aim of the tax is to increase the price of goods produced by carbon-intensive industries and thus change behaviour of consumers and […]

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Leadership is the key to business growth

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And now for something entirely different! I know this is a weird way to start a column in a financial planners website but with our industry under challenge from the Federal Government and with uncertainty reigning, the same old same old is totally inappropriate. And that’s why I maintain that regulation won’t lift our collective reputation and our individual […]

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Licensee Select appoints new operations manager

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Licensee Select has appointed Simon Dutton to the role of Manager, Operations and Service Delivery. David Hunt, National Manager Licensee Select, welcomed Simon to the role and said the appointment came as the business continues to experience unprecedented growth. “Simon will focus on working closely with our key stakeholders to support the continued growth of […]

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New Director Joins Bank Board

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Bendigo and Adelaide Bank has announced the appointment of former Ericsson CEO, Jacqueline Hey, to its Board of Directors. Ms Hey was previously CEO of Ericsson in the UK and in Australia. She worked with Ericsson for more than 20-years in finance, marketing, sales and leadership roles in Australia, Sweden, the UK and the Middle […]

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Trade surplus hits seven month high

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International trade; Performance of Services Australia’s trade surplus widened by $716 million to $2,333 million in May – a seven month high. Exports rose 3.2 per cent with imports up 0.4 per cent. The trade surplus with broader China (China and Hong Kong) has risen from $10.3 billion to $25 billion in the space of […]

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The Ten Commandments of Practice Management

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Improving the processes in your practice is one of those things most financial planners need to do, but usually they put it on the back burner so they can get higher priority tasks done.  Like meeting new clients and reviewing existing clients. But at some stage it will be worthwhile taking the time to improve […]

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Powerhouse partnership – Minchin Moore joins Securitor

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A powerhouse partnership emerges as Minchin Moore Private Wealth joins Securitor Matt Englund, Head of Dealer Groups at BT Financial Group today announced that Minchin Moore Private Wealth has joined BTFG’s Securitor network. “We are delighted to welcome Minchin Moore Private Wealth into the fold as the quality of the business is the right cultural […]

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Diversified fund appoints new Head of Reverse Mortgages

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Peter McDonagh joins Centuria Capital One of Australia’s most successful diversified fund managers, Centuria Capital Limited (formerly Over Fifty Group Limited) announced today that Peter McDonagh has joined as Head of Reverse Mortgages. With almost 30 years experience within the financial services industry, Mr McDonagh has extensive expertise in managing mortgage services teams and high-volume […]

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ING to sell Australian investment management unit to UBS

ING announced today that it has reached an agreement to sell its Australian investment management business to UBS. ING Investment Management Australia’s business provides a number of investment strategies and products directly to the Australian institutional and wholesale markets. The business had EUR 24.8 billion (AUD 34.0 billion) in assets under management as of 31 […]

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