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Showing 1 - 10 of 38 results for "AIOFP"

Ex-Synchron boss appointed head of Libertas

CASSANDRA BALDINI  |  WEDNESDAY, 14 SEP 2022
... regarded for his commonsense approach to compliance, which he applied when working with Synchron and as a consultant to AIOFP members over the last few years. According to Sequoia managing director Garry Crole, given Osborne's accomplishments in ...

FPA is the preferred association: Research

KARREN VERGARA  |  WEDNESDAY, 16 MAR 2022
... members of the AFA. The SMSF Adviser Network and RI Advice (32 respectively) are the biggest networks for the SMSFA, while the AIOFP has a large cohort from Interprac (62).

AIOFP blasts 'elitist' young advisers

ELIZABETH MCARTHUR  |  MONDAY, 13 DEC 2021
The Association of Independently Owned Financial Professionals (AIOFP) has criticised 'elitist young financial advisers' for opposing Labor's suggestion older financial advisers shouldn't have to complete a university degree. Last week at the AIOFP's ...

Backlash after 'unprecedented' ASIC action against Westpac

ELIZABETH MCARTHUR  |  THURSDAY, 2 DEC 2021
... everything they can to avoid remediating customers." Meanwhile, the Association of Independently Owned Finance Professionals (AIOFP) has written to parliamentarians lobbying for them to reconsider the Compensation Scheme of Last Resort (CSLR) in light ...

AIOFP petitions to delay DDO, annual renewal

KARREN VERGARA  |  FRIDAY, 1 OCT 2021
... Professionals is calling on lawmakers to delay two major financial advice reforms until 2022 by launching an online petition. The AIOFP is seeking to delay the Design and Distribution Obligations and consent form rules until 1 July 2022 under the petition ...

Advice association shutters

ELIZABETH MCARTHUR  |  TUESDAY, 27 JUL 2021
... of Australia (FPA), Association of Financial Advisers (AFA) and Association of Independently Owned Finance Professionals (AIOFP) merge to create one body. "Our only parting comment would be that we would encourage the FPA, AFA, AIOFP and other smaller ...

FASEA urges advisers to maximise exam sittings

ELIZABETH MCARTHUR  |  MONDAY, 11 JAN 2021
... the number of attempts they make. In correspondence with the Association of Independently Owned Financial Professionals (AIOFP), FASEA chief executive Stephen Glenfield confirmed advisers who sit the exam in January or March can have up to three opportunities ...

Advice associations join forces

ANNABELLE DICKSON  |  WEDNESDAY, 9 DEC 2020
The Association of Independently Owned Financial Professionals (AIOFP) has formed a strategic alliance with Tax & Super Australia (TSA) in a bid to have a louder voice when lobbying for the industry. The alliance will have a membership base of 10,000 ...

Calls for consent forms, opt-ins to be scrapped

ELIZABETH MCARTHUR  |  TUESDAY, 18 AUG 2020
... thrown their weight behind a radical policy suggestion from the Association of Independently Owned Financial Professionals (AIOFP). The dealer groups put their names to a document by AIOFP executive director Peter Johnston which included the suggestion ...

FASEA boycott sparks in-fighting

ELIZABETH MCARTHUR  |  TUESDAY, 2 JUN 2020
... "Enough is enough," he said. Another advice association, the Association of Independently Owned Financial Professionals (AIOFP) reached out to their membership about the UFAA's boycott suggestion. "Some members have asked our opinion on what the ...
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