Paul Rickard has more than 25 years experience in financial services and banking, including 20 years with the Commonwealth Bank Group in senior leadership roles. As the founding CEO and Managing Director of CommSec, which he established in 1995 and led until 2002, and then as Chairman till 2009, Paul was named Australian ‘Stockbroker of the Ye...View more >
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In his first review for the year, Paul looks at how our model income and growth portfolios performed in January.
Today we answer readers’ queries about IOOF and a listed investment company.
Today we answer readers’ queries about franking credits, a listed investment company and an ETF that aims to maximise yield.
Last November, 530,915 Aussies became shareholders in Coles, making it one of the most widely held stocks.
Franking credits and industry super funds, a testamentary will, and Kidman Resources.
Some changes have been made to our portfolios for 2019 to take into account the dominant investment themes that we expect to apply.