Search ResultsShowing 1 - 10 of 41 results for "Phil Anderson"
Advice software firm appoints sales lead
KRISTI CHENG  |  WEDNESDAY, 31 JUL 2019
... sales role at a firm that specialises in wealth management software for advisers. WealthO2 has appointed Phil Anderson as national business development manager, in a new role created in response to "growing demand for a low cost ...
Advice associations weigh in on member interests bill
HARRISON WORLEY  |  FRIDAY, 19 JUL 2019
... analysis to determine the proposed bill's effectiveness. AFA general manager of policy and professionalism Phil Anderson said the bill's problem was that it would not only remove unnecessary insurance, but also a significant amount of ...
FASEA exam was fair: Poll
KARREN VERGARA  |  TUESDAY, 16 JUL 2019
... Advisers estimated about 600 financial advisers sat the test . General manager of policy and professionalism Phil Anderson described them as "brave." These advisers are likely to be confident in their abilities, but haven't been given ...
Advisers not prepared for exam: AFA
ELIZABETH MCARTHUR  |  THURSDAY, 6 JUN 2019
Association of Financial Advisers general manager of policy and professionalism Phil Anderson has labelled the 600 advisers sitting the first exam as "brave", fearing they are underprepared. Anderson believes the advisers taking the exam in the ...
AFA takes red pen to Hayne report
HARRISON WORLEY  |  WEDNESDAY, 20 MAR 2019
... of advice. In a paper released by the association this week, AFA general manager policy and professionalism Phil Anderson issued a pointed assessment of Commissioner Hayne's final report, saying it fails to acknowledge financial advisers ...
AFA rebukes ideological drive against conflicted remuneration
HARRISON WORLEY  |  WEDNESDAY, 27 FEB 2019
... at the Sydney leg of the association's annual Connect Tour, AFA general manager of policy and professionalism Phil Anderson lashed significant sections of Kenneth Hayne's final report, taking the Commissioner to task over his perception of ...
Synchron slams RC on commissions
KANIKA SOOD  |  WEDNESDAY, 6 FEB 2019
... for advice businesses to implement in less than two years," AFA general manager policy and professionalism Phil Anderson said. "Discussion about returning benefits to clients is fine when it comes to modern products but there are some ...
Grandfathered commissions deadline challenging: AFA
JAMIE WILLIAMSON  |  WEDNESDAY, 6 FEB 2019
... of a deadline for removal by Government was inevitable, AFA general manager of policy and professionalism Phil Anderson believes the timeline is problematic. Responding to the Royal Commission's final report, Treasurer Josh Frydenberg ...
AFA explains stance on grandfathered commissions
DARREN SNYDER  |  FRIDAY, 21 DEC 2018
... public hearings. Speaking to Financial Standard on Thursday, AFA general manager of policy and professionalism Phil Anderson said the association's submission to the Royal Commission was more comprehensive than purely being an opponent to ...
Advice firm ramps up managed accounts play
JAMIE WILLIAMSON  |  WEDNESDAY, 24 OCT 2018
... development role to meet growing demand for its managed accounts solution. Stanford Brown has appointed Phil Anderson to spearhead the marketing of its Lunar Managed Accounts, working with financial advice firms looking for a professionally ...
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