News
Current News
- October 2012: ICFS Financial Standard article
- March 2012: ICFS appoints new Director, Andrew Mc Lachlan
- December 2010: ICFS backs professionalism for Financial Planners
- April 2010: ICFS Appoint new Chair to Advisory Board
- November 2009: Another ARC Linkage Success
- October 2009: "The Future for Property Investment and Financing" Symposium
- June 2009: ARC Linkage Success
- May 2009: International Centre for Financial Services Advisory Board Member Matt Walsh appointed Chief Executive of Lifeplan
News Archive
Current News
ICFS Financial Standard article
The International Centre for Financial Services Professional Certificate in Self Managed Superannuation Fund program featured in the Financial Standards magazines Education Feature on 22 October 2012.
ICFS Appoints new Director, Andrew Mc Lachlan
Andrew McLachlan is the new Director of the International Centre for Financial Services at the University of Adelaide.
Andrew has over 20 years experience in the financial services industry. He has held senior leadership and executive positions in national financial service groups including Tower and IOOF. His responsibilities have included being the Chief Executive for Australian Executor Trustee’s personal trust business.
He is a Fellow of the Taxation Institute of Australia and the Financial Services Institute of Australasia. He has served on the national executive of the Trustee Corporations Association of Australia and on the compliance and investment boards of the Financial Services Council.
Prior to taking up executive appointments, Andrew worked as a lawyer specialising in superannuation, banking and finance law. He holds a Bachelor of Laws from the University of Adelaide, a Master of Laws from the University of Edinburgh and a Master of Business Administration from the Australian Graduate School of Management (University of Sydney and University of NSW).
Andrew is a non executive director of Cavendish Superannuation and the treasurer of St John Ambulance (SA). He is also a specialist external member of the audit committee of the Norwood, Payneham & St Peters' Council as well as the Highbury Landfill Authority.
Andrew has served in the Australian Army Reserve as a legal officer for over 15 years which has included service in Afghanistan. He holds the rank of Colonel and specialises in conducting administrative inquiries. In 2007 he was awarded the Conspicuous Service Cross in the Queen’s Birthday Honours list for his outstanding services as the leader of the panel of South Australian Army lawyers.
His areas of expertise include senior executive leadership, financial services, corporate governance, risk management and compliance. He continues to practice in administrative and trust law.
Read University of Adelaide Media release.
Read article in Australian Financial Review - 9th July 2012
ICFS backs professionalism for Financial Planners
ICFS Director Clive Perring was quoted in Money Management magazine supporting the call for professionalism for Financial Planners. Read the article in Money Management online.
ICFS Appoint new Chair to Advisory Board
The International Centre for Financial Services (ICFS) at the University of Adelaide has appointed Mr Matt Walsh as Chair of its Advisory Board effective from April 2010.
Mr Walsh is CEO of Lifeplan Funds Management, a specialist business of Australian Unity Investments.
The Director of ICFS, Clive Perring, confirmed that Mr Walsh will succeed the inaugural Chair John O’Shaughnessy who retired from the position after four years in the role.
Mr Perring said that “John’s contribution to the growth and influence of ICFS has been outstanding and he will continue as a member of the Board. He was particularly keen to see the Centre take a leading role in research into financial services, which is the largest and fastest growing industry sector in Australia, and focussed ICFS very much in this area.”
Mr Walsh will continue to enhance the role of Advisory Board in seeking support for ICFS’s projects and communicating the results of research undertaken to the wider financial services industry.
“John and the ICFS team have established strong connections into industry, a critical element of the success of the ICFS, and we hope to build that further.
“The ICFS has an important role to play in providing research and education for the financial services industry, helping all industry participants develop best practice and achieve better engagement with their clients.
“ICFS continues to provide quality academic research into the financial services industry, and many companies have already benefited from the insights and knowledge gained from the excellence in the research and education initiatives of ICFS,” Mr Walsh said.
View article from Money Management magazine May 13 2010.
Another ARC Linkage Success
A team lead by Associate Professor Alfred Yawson and including Professor Ralf Zurbruegg and Mr John G Tretola as Chief Investigators has been successful in obtaining an ARC Linkage Grant to research "The adequacy and sustainability of self-managed superannuation funds: Governance, performance, asset allocation, fee structure and compliance".
The application with SPAA as the Linkage Partner, means that a PhD student, Monte Engler, and a part-time Research Assistant will work for three years with the Chief Investigators on this project. This project has the potential to influence long term policy on self-managed superannuation. The CEO of SPAA, Ms Andrea Slattery, has put the full resources of the SMSF Professionals Association of Australia Ltd behind the project.
"The Future for Property Investment and Financing" Symposium
Property as an investment has always been favoured by Australian investors. The global financial crises have forced all investors, developers and financiers to reassess the property market. The presenters at the Symposium revealed their agenda for property investors and discussed exciting opportunities that exist in property investment and the various ways that this investment can be made. Attendees were also given the opportunity to question an expert panel of bankers, developers, professional property investors and academics on investment opportunities and financing.
Speakers included:
- The Hon Paul Holloway, MLC, Minister for Urban Development & Planning
- Professor Stephen LeRoy, Emeritus Professor at the University of California Santa Barbara
- Ms Antoinette Plater, Senior Portfolio Manager (Asia/Pacific) Colonial First State
Panel Members:
- Associate Professor Barry Burgan (Chair)
- Ms Antoinette Plater, Senior Portfolio Manager (Asia/Pacific) Colonial First State
- Mr Terry Walsh, Executive Director Urban Development Institute of Australia (UDIA) SA
- Professor David Gallagher, Professor of Finance University of Technology Sydney
Download the article featured in the Advertiser on 26th October
ARC Linkage Success
A 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 Lifeplan
Inaugural 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.
