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Current News 

Lifeplan survey underlines need for tailored advice

The age, gender and wealth level of clients can make a significant difference to which services and assistance they value most from their financial adviser, according to the latest Lifeplan ICFS Financial Advice Satisfaction Index. Read more

New BDM to focus on business growth in southern states

Lifeplan Funds Management has appointed Mr Paul Bugg to the position of business development manager for Victoria and Tasmania. Read more

Further acquisition for Australian Unity’s Healthcare Property Trust

The Australian Unity Healthcare Property Trust (HPT) has acquired a property on Fullarton Road in Kent Town, South Australia. Read more

 

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