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Showing 1 - 10 of 97 results for "Phil Anderson"

Majority comply with IDR reporting: ASIC

KARREN VERGARA  |  MONDAY, 18 MAR 2024
... requirement," the regulator said. Financial Advice Association Australia (FAAA) general manager policy of advocacy Phil Anderson told a recent Financial Standard podcast that the IDR is "simply a matter of populating a spreadsheet that details the complaints ...

ASIC chases 757 adviser registrations

KARREN VERGARA  |  FRIDAY, 9 FEB 2024
... the AFSL provider will have committed an offence of strict liability and contravened a civil penalty provision. Phil Anderson, the general manager policy of advocacy and standards at the Financial Advice Association Australia (FAAA), told a recent Financial ...

FAAA sounds alarm on no-consultation super reform

ANDREW MCKEAN  |  MONDAY, 22 MAY 2023
... who play a significant role in recommending Choice superannuation products. FAAA general manager of transformation Phil Anderson shared similar apprehensions, particularly around the proposed reporting of underperforming products and the implications ...

Abolishing FDSs a major win: Panel

KARREN VERGARA  |  TUESDAY, 16 MAY 2023
... providing accurate documents to clients. The Financial Advice Association Australia general manager of transformation Phil Anderson said that FDSs are "incredibly difficult" to issue and that having one small error can invalidate the entire process. ...

Financial Advice Association Australia officially launches

KARREN VERGARA  |  MONDAY, 3 APR 2023
... and a board member until it is wound up. Sarah Abood leads the FAAA as chief executive, while AFA chief executive Phil Anderson is the general manager of transition and acts as interim general manager of policy and advocacy. Anderson took on the latter ...

FPA policy and advocacy lead steps down

KARREN VERGARA  |  WEDNESDAY, 8 MAR 2023
... moment, so I knew it was time to step away." The FPA confirmed the Association of Financial Advisers chief executive Phil Anderson will act as interim general manager of policy and advocacy for the soon-to-merge association, in addition to overseeing ...

Put controls in place for super funds: Associations

CASSANDRA BALDINI  |  THURSDAY, 9 FEB 2023
... do so the intra-fund advice regime should be broadened." However, Association of Advisers (AFA) chief executive Phil Anderson added that constraints around intra-fund advice and what types of advice can be paid for through intra-fund advice ensures a ...

"A lawyer's picnic": QAR report slammed

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2023
... reason for this review." Responding to the proposal yesterday, Association of Financial Advisers chief executive Phil Anderson said there would need to be controls around the kinds of advice that might apply and education standards for non-relevant providers ...

My mind has not been changed: Levy

CASSANDRA BALDINI  |  WEDNESDAY, 8 FEB 2023
... that which I proposed in the Proposals Paper," she said. Association of Financial Advisers (AFA) chief executive Phil Anderson said this proposal in particular has been a "hot button" for some advisers. "I think it's seen to be challenging because ...

Associations call for improved access to financial advice

ANDREW MCKEAN  |  FRIDAY, 3 FEB 2023
... and distribution obligations." The letter to Jones was signed by Association of Financial Advisers chief executive Phil Anderson, Boutique Financial Planning Principals Association president David Murdoch, Chartered Accountants Australia and New Zealand ...
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