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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Westpac: money laundering and its share purchase plan; should I consider investing in Virgin’s unsecured notes; and can I lend to my SMSF so that it can invest in a property?
Recently, some more excitable commenters have prophesized that Listed Investment Companies (LICs) are dead in the water. Is this really the case? And are there any bargain LICs?
Flight Centre; why has the share price of a LIC rallied on news it is converting to a trust?; and should I take a profit?
If you’re thinking about lightening or upping your bank holdings, the obvious question is: which one/s do I sell or buy? Here’s what I’d do.
Westpac’s share purchase plan – should I participate? And contingency stop orders?
In the tenth review for 2019, we look at how our model income and growth portfolios performed in October.