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Showing 61 - 70 of 775 results for "Association of Financial Advisers"

AFA responds to Quality of Advice Review

KARREN VERGARA  |  THURSDAY, 10 FEB 2022
The Association of Financial Advisers hopes that the upcoming industry review will listen to the voices of clients and overhaul the advice process. In its submission to the draft terms of reference for the Quality of Advice Review, the AFA is calling ...

AFA opposes clean record requirement

JAMIE WILLIAMSON  |  THURSDAY, 3 FEB 2022
The Association of Financial Advisers (AFA) has said it does not support the 'clean record' requirement proposed within the government's new policy paper on education standards, citing the untested single disciplinary body. Under the proposed changes ...

AFA chief steps down after six months

ELIZABETH MCARTHUR  |  WEDNESDAY, 5 JAN 2022
After six months in the top job, Helen Morgan-Banda has departed the Association of Financial Advisers (AFA). Morgan-Banda plans to return to her home country of New Zealand, explaining that she wishes to be closer to family amid ongoing uncertainty ...

Shoddy exam feedback fuels adviser stress

KARREN VERGARA  |  WEDNESDAY, 22 DEC 2021
... and FASEA have confirmed these conversations have occurred," the FPA said in a statement. The Association of Financial Advisers commented: "It remains a fact that those who have continued to fail the exam would like to get better feedback." FASEA provides ...

FPA overcharges members

KARREN VERGARA  |  WEDNESDAY, 1 DEC 2021
... $200 advertising levy. A financial planner pays $595 p.a. while an associate pays $495 p.a. An Association of Financial Advisers member with more than three years' experience is charged $840 annually. Those new to the profession pay $600 p.a. A Standing ...

Risk inflows marginally recover

ANNABELLE DICKSON  |  FRIDAY, 19 NOV 2021
... few years are a problem that needs to be fixed rather than a trend. Speaking on a panel at the Association of Financial Advisers national conference in September, AIA chief executive Damien Mu said calling it a trend sets the wrong expectation. "We do ...

Celebrating the 2021 FS Power50

STAFF WRITER  |  MONDAY, 1 NOV 2021
... diligence conducted by the Financial Standard editorial team. The list was also screened by the Association of Financial Advisers and the Financial Planning Association of Australia prior to publishing. With nominations sourced from Financial Standard ...

AFA shuffles board, names new president

KARREN VERGARA  |  THURSDAY, 28 OCT 2021
The Association of Financial Advisers announced several board changes overnight, including the resignation of its national president. National president Michael Nowak steps down after one year. Prior to that, he served as vice president for four years. ...

Industry mixed over FSC advice framework

ANNABELLE DICKSON  |  FRIDAY, 15 OCT 2021
... dealer group is unsure whether the FSC is trustworthy - particularly for risk advisers. The Association of Financial Advisers (AFA), The Advisers Association (TAA) and Synchron support changes that will lead to affordable advice for consumers and relieving ...

PFAN appoints chair, deputy

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... currently head of marketing at Ignition Advice and was previously general manager, marketing at the Association of Financial Advisers (AFA). She was senior marketing manager at NEOS Life and head of retail marketing at TAL Life. The board members include ...