| The University of Adelaide | Home | Faculties & Divisions | Search |
![]() |
![]() |
You
are here: |
![]()
International Centre for Financial Services |
News
ARC Linkage SuccessA team lead by Professor Ralf Zurbrugg and including other Chief Investigators Dr Jean Canil and Professor Randy Stringer have been successful in obtaining an ARC Linkage grant for the project "Survival of Australia's Family Farms: Credit Raising & Credit Access". Prof Zurbrugg says that the unique cooperation between the Business School and Prof Stringer from the Discipline of Agri-Food and Wine was vital in the success of the application. The industry partner, AWB, has been very supportive and will contribute continuously over the next three years with data, high level management input and industry contacts. Mr Colin Taylor, General Manager Financial Services, is the coordinator from AWB. Mr Taylor is a foundation member of the ICFS Advisory Board. This is one of a number of projects that have been generated with the support of ICFS Advisory Board members. Two other ARC Linkage applications have been submitted with the financial and in-kind support of Advisory Board members. In addition, two other projects are in the formation stage and may also result in further Linkage applications. International Centre for Financial Services Advisory Board Member, Matt Walsh appointed Chief Executive of LifeplanInaugural ICFS Advisory Board member, Matt Walsh, has been appointed Chief Executive of Lifeplan. Should the merger between Lifeplan and Australian Unity proceed Matt will lead the Lifeplan business as part of Australian Unity's Investment business.
Review of APRA Investment Performance Statistics of the Australian Superannuation IndustryThe International Centre for Financial Services (ICFS) has today released a 'Review of APRA Investment Performance Statistics of the Australian Superannuation Industry'. The report was commissioned by the Investment and Financial Services Association (IFSA) who requested the ICFS provide an independent and objective view on the way in which APRA report and interpret the data they receive as part of their prudential oversight of the superannuation industry. Download the Media release now. Download the article featured in The Australian on 24th July 2008. Download the articles featured in Money Management magazine on 31st July 2008 "Challenging Financial Markets" Symposium - Monday 21st July 2008Senator the Hon Nick Sherry, Minister for Superannuation and Corporate Law, is the keynote speaker for the "Challenging Financial Markets" Symposium being hosted by the International Centre for Financial Services. The symposium will feature an expert panel of industry professionals and academics on the challenginf facing financial markets. Speakers include:
Media releases for this event can be downloaded here. University of Adelaide website The Advertiser SA Business Journal The Lifeplan ICFS Financial Advice Satisfaction Index - latest findingsFurther information on the Index can be viewed here.
Dr Syed Ali invited to the judging panel for "Future Leaders of the Wealth Management Industry"Dr Syed Ali has recently been invited to join the judging panel for the IFSA and Deloitte 2008 "Future Leaders" Award programme. This programme has been designed to recognise, reward and promote young talent in the Wealth Management Industry. Due to his expertise and high standing in the industry, Dr Ali will be on the panel to assess the following topic: "Discuss what financial advice is, examine the current Australia definition and compare and contrast Australia and overseas models."
Hussain G Rammal features in Islamic Finance magazine "The Analyst"Hussain G Rammal lectures for the International Centre in Financial Services Graduate Diploma in Global Wealth Management program. Hussain has recently been quoted in the Islamic Finance magazine "The Analyst". "Islamic financing as a whole is still in its infancy. While the concepts have been there for centuries, it only became commercially available in the 1970's. Since then it has grown at a phenomenal rate." "The size of the sukuk market is estimated at around $100 bn (estimates suggest that over $800 bn of assets are managed according to Islamic investment principles.). The advantages of sukuk include the flexibility it provides. For example, sukuk can be issued both on existing assets as well as specific assets that may become available at a future date." "The future of sukuk seems very bright indeed. This is clear from the fact that, at present, there is a shortage of sukuk. An Islamic money market still remains a dream and is yet to be developed due to differences in interpretation of Shari'ah requirements."
The Professional Certificate in Self Managed Superannuation program ps146 compliantThe Professional Certificate in Self Managed Superannuation has been included on the ASIC Training Register for ps146 compliance in the areas of Self Managed Superannuation Funds, Generic Knowledge and Skills. View details on the training register. The Lifeplan ICFS Financial Advice Satisfaction IndexThis is a detailed academic study that establishes the relationship between various attributes of investors' satisfaction with their financial advisors. In particular it examines quality of technical advice, levels of trust in the advisor and perceptions of portfolio performance. It provides the data that establishes the INDEX which has a starting point of 75. Future studies will evaluate, over time, the movements in investor satisfaction with their financial advisors. This study also identifies and establishes data on investor traits such as age of the investor, duration of taking financial advice and levels of investment. It identifies many other possible areas for future research including satisfaction with fees charged and ascertaining how investors judge approporiate performance. The research sponsor, Lifeplan, will release various aspects of this study to the financial press. The study was conducted by Associate Professor Chris Medlin and Dr Syed Ali and they will update this Index each six months until at least the end of 2009. The Lifeplan ICFS Financial Advice Satisfaction Index can be downloaded here.
Certificate in Rural Estate Planning Accredited by the Financial Planning Association of AustraliaThe International Centre for Financial Services created the specialised short course Rural Estate Planning from it's Tax, Estate and Wealth Planning course. The course, delivered over two consecutive days to financial planning practitioners has been Accredited by the Financial Planning Association of Australia. Accreditation number 002928 for 16 credits of continuing professional development. This is an exceptional endorsement of the quality of the course that is designed and presented by Neil Page LL.B.
University of Mainz EMBA visit to University of AdelaideIn March last year Prof Ralf Zurbrugg visited the University of Mainz to promote links with the Faculty of Professions. As a result of that meeting Prof. Dr. Volker Hentschel and 10 EMBA students from the University of Mainz visited the University of Adelaide in April 2007. The trip included workshops provided by the International Centre for Financial Services, company visits and tourism activites. Prof. Fred McDougall, Deputy Vice-Chancellor & Vice-President (Academic) also hosted a welcome function during the visit. This visit will become an annual event, and the Adelaide Graduate School of Business and School of Commerce hope to further develop this relationship.
News archiveMay 2005 ICFS Lecture Series for ChinaThe China Professional Development and Executive Training Centre is an initiative of the China Cluster, an advisory group to the Premier of South Australia. This group has organised a program, the "Shandong Department of Personnel Executive Training Program" and the ICFS is offering a series of lectures covering Project Management, Staff Selection & Human Resource Management, Principles of Knowledge Management, Leadership & Motivation Techniques, Risk Analysis & Management, Financial Statement Analysis for Business. February 2005 Uni offers unique financial services to industryNew ICFS AppointmentsFormer Colonial First State, State Manager, Clive Perring has been appointed as Director of the ICFS and Professor Ralf Zubrugg of the School of Commerce has been appointed to the position of Chair in Finance.
|
||||||||
|
© 2005 The University of Adelaide Last Modified 07/11/2009 ICFS CRICOS Provider Number 00123M |