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| | | The state winners of the Association of Financial Advisers (AFA) 2014 Excellence in Education Award (the Award) were announced at the AFA July National Roadshow. The 2014 finalists for are Charles Badenach from Main Street Financial Solutions, Shaun ... |
| | | | ... process we collect more information than any other industry, but we barely use it," Heine said at a roadshow of the Association of Financial Advisers (AFA) in Sydney. He told advisers that "we need to start leveraging what we know about our clients." ... |
| | | | ... (SMSFs), according to Andrew Baker, managing partner at Tria Investment Partners. Speaking at an event hosted by the Association of Superannuation Funds of Australia (ASFA) this week, Andrew Baker said that, for SMSFs, "paying tax is optional" because ... |
| | | | ... professional certification, code of conduct, standards and ethics, that's a professional association," he added. The Association of Financial Advisers (AFA) chief operating officer Phil Anderson welcomed the PJC inquiry and the fact that it encourages ... |
| | | | 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 ... |
| | | | ... follows an extended pilot arrangement during which eligible members of Cbus had access to FPA certified advisers, the association said in a statement. Cbus is "in the process of rolling out the referral arrangements nationally," Cbus chief executive ... |
| | | | ... Coalition said it wanted to approach the issue as part of a wider review of retirement income, which it is now doing. The Association of Superannuation Funds of Australia (ASFA), which has been a vocal proponent of regulatory overhaul, welcomed the paper ... |
| | | | ... experience, employment history, areas of expertise, results of advice audits and annual certification results. The Association of Financial Advisers (AFA) said that only advisers with appropriate qualifications and experience should be on the register ... |
| | | | ... management fund as well." He pointed out that at an infrastructure conference in Sydney this week organised by the Association of Superannuation Funds of Australia (ASFA) there was a large contingent of fund managers. "If you actually look at the participants ... |
| | | | ... introducing compulsory annuitisation in Australia. Speaking at an event on infrastructure investment hosted by the Association of Superannuation Funds of Australia (ASFA) in Sydney, National Association of Pension Funds (NAPF) chief executive Joanne ... |
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