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Showing 121 - 130 of 398 results for "Anderson"

Adviser overwhelm explained

ELIZABETH MCARTHUR  |  TUESDAY, 21 SEP 2021
At the Association of Financial Advisers' annual conference, general manager of policy and professionalism Phil Anderson dived into the regulatory overwhelm facing advisers. Anderson started his speech by asking, "Who is feeling overwhelmed by the level ...

DDO nil-reporting rule scrapped

KARREN VERGARA  |  THURSDAY, 16 SEP 2021
... reach the intended audience. The Association of Financial Advisers general manager of policy and professionalism Phil Anderson said that the association "is very pleased that the requirement for nil reporting for DDO has been removed". "This would have ...

AFA slams skyrocketing ASIC levy

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
... were less than 20,000 as at June 30. AFA acting chief executive and general manager of policy and professionalism Phil Anderson said the levy essentially funds ASIC's court cases. "As predominantly small business operators, advisers are being forced ...

AFA announces new chief executive

KANIKA SOOD  |  MONDAY, 26 JUL 2021
... In the six months since Kewin's departure, AFA has been led by its general manager policy and professionalism Phil Anderson. AFA national president Michael Novak, said Morgan-Banda's background and experience is a strong strategic fit with the ...

AFA slams new SOA measures

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
... review SOAs with respect to new advice fees charged to members' superannuation accounts. AFA acting chief executive Phil Anderson argued that SOAs are an agreement between a client and their adviser and contains personal information that should not be ...

Former AFA chief in new role

KARREN VERGARA  |  TUESDAY, 6 JUL 2021
... worked at ING and the Associated Planners Management. At the AFA, general manager of policy and professionalism Phil Anderson serves as acting chief executive while the AFA board searches for a permanent replacement. Kewin takes over from Dallas Booth ...

Wilsons adds to board

ANNABELLE DICKSON  |  WEDNESDAY, 30 JUN 2021
... on the board." The latest development comes after Wilsons opened an office in Canberra earlier this year. As such, Tim Anderson and Richard Taylor joined Wilsons' private wealth advisory team.

AFA defends industry against Labor attack

KARREN VERGARA  |  MONDAY, 21 JUN 2021
... financial advisers, which paints the profession as dodgy and continues to rip-off consumers. AFA acting chief executive Phil Anderson is calling for an end to the "persecution" of financial advisers, after hearing shadow cabinet secretary Jenny McAllister's ...

Advisers win annual renew law relief

KARREN VERGARA  |  FRIDAY, 11 JUN 2021
... fee-for-no-service problem that plagued the advice industry. The Association of Financial Advisers (AFA) acting chief executive Phil Anderson said: "We thank the minister for responding to this issue and coming forward with a solution." Anderson explained ...

AMP Australia announces new leadership team

KANIKA SOOD  |  TUESDAY, 11 MAY 2021
... deliver on the strategy." The other four additions to the leadership team include two permanent appointments: Ilaine Anderson as director, super and retirement, permanent appointment of Sean O'Malley as managing director for AMP Bank. Also joining ...