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Showing 31 - 40 of 56 results for "AFA Adviser"

AFA unveils main principles of code of conduct

LAURA MILLAN  |  WEDNESDAY, 30 JUL 2014
The Association of Financial Advisers (AFA) will prioritise the completion of the organisation's code of conduct after revealing the foundation principles of the document this morning at a roadshow in Sydney. The AFA expected to complete the code of ...

Advice clients don't want managed funds

MARK SMITH  |  FRIDAY, 20 JUN 2014
AFA Adviser of the Year Jenny Brown has said that clients are simply not interested in investing in managed funds. "Clients don't want managed funds. I'm sorry to all the fund managers in the room but they just don't understand them," she said. Brown ...

AFA launches 2014 mentoring program

MARK SMITH  |  MONDAY, 16 JUN 2014
... to some of the industry's best advisers, with this year's program including several AFA Award winners such as 2013 AFA Adviser of the Year, Jenny Brown and 2013 Rising Star of the Year, Ravi Agarwal. AFA chief executive Brad Fox said that peer-to-peer ...

Industry receives FoFA bill with mixed feelings

LAURA MILLAN  |  THURSDAY, 20 MAR 2014
The financial services industry and the advice community have has mixed reaction to the bill introducing changes to the Future of Financial Advice (FoFA) with mixed reactions. "The Financial Planning Association is supportive of the amendments, other ...

Jenny Brown named AFA Adviser of the Year

MARK SMITH  |  WEDNESDAY, 16 OCT 2013
... from JBS Financial Strategists has taken home the Association of Financial Advisers' most prestigious accolade - the AFA Adviser of the Year Award. The Award recognises advisers who demonstrate outstanding leadership, advocacy and innovation. Brown took ...

Tailor advice to each generation: research

LAURA MILLAN  |  TUESDAY, 15 OCT 2013
... Beddoes Institute, with support from Zurich, in August 2013 on behalf of the 10 short-listed advisers from the 2013 AFA Adviser of the Year Award.

AFA Adviser of the Year Finalists revealed

ALICE URIBE  |  WEDNESDAY, 18 SEP 2013
... delighted to continue championing adviser excellence by sponsoring the Award for the 11th year running." The 2013 AFA Adviser of the Year will be announced on Tuesday, 15 October 2013 at the AFA National Conference at the RACV Royal Pines Resort on the ...

AFA Adviser of the Year hands back AFSL, joins Affinia

LAURA MILLAN  |  WEDNESDAY, 26 JUN 2013
... strategy is to partner with like-minded risk professionals," Affinia general manager Craig Parker said. Edmondson won the AFA Adviser of the Year award in 2006.

Planners must advise people, not portfolios

LAURA MILLAN  |  TUESDAY, 28 MAY 2013
... while other practices had a 33% revenue, according to the results of the survey. The research compared data from 13 AFA Adviser of the Year Award winners or finalists and six other practices. Results also showed that trusted adviser clients are on average ...

Financial advisers raise bar in quest to succeed

ALEX DUNNIN  |  MONDAY, 29 OCT 2012
... research surveyed 18 leading advisory practices, majority of which were either finalists or previous winners of the AFA Adviser of the Year Awards, now in its tenth year running. It also drew data from 960 client experience surveys, which gathered views ...