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Showing 131 - 140 of 144 results for "Financial Advice Association Australia"

Capital Partners acquires Partnership Wealth Management

CHLOE WALKER  |  WEDNESDAY, 2 AUG 2023
... Professional Practice of the Year by the Financial Planning Association of Australia, now Financial Advice Association Australia. The merger marks its first corporate transaction in 20 years.

Adviser demand up as industry turns corner: Recruiter

KARREN VERGARA  |  FRIDAY, 7 JUL 2023
... clients with complex servicing requirements. The strong demand for advisers was echoed by Financial Advice Association Australia (FAAA) chief executive Sarah Abood, who said with the exit of advisers, the staggering demand for advice is not only forcing ...

FAAA celebrates membership renewals, anticipates more

ANDREW MCKEAN  |  TUESDAY, 4 JUL 2023
The Financial Advice Association Australia (FAAA) has received over 8700 membership renewals, with more to come, according to chief executive Sarah Abood. The end of financial year marked a critical membership juncture for the association, Abood noted. ...

Adviser levy tripled, labelled "deeply unfair"

JAMIE WILLIAMSON  |  THURSDAY, 29 JUN 2023
... the adviser levy freeze would not continue. In response to the tripling of the levy, the Financial Advice Association Australia (FAAA) called for the freeze to be reinstated, particularly given the recommendations from the recent review of the industry ...

FAAA awards Gwen Fletcher Memorial prize

KARREN VERGARA  |  WEDNESDAY, 14 JUN 2023
The Financial Advice Association Australia (FAAA) has awarded a Gwen Fletcher Memorial Award to a Sydney-based financial adviser. Kristine Pham, an associate private wealth adviser at Lipman Burgon & Partners, won the award for the first semester of ...

Experience pathway could create two adviser tiers

KARREN VERGARA  |  TUESDAY, 23 MAY 2023
... memorandum uses the term "financial adviser" and "relevant provider" interchangeably. The Financial Advice Association Australia (FAAA) chief executive Sarah Abood flagged concerns about the terms and that the distinctions should be removed. She said ...

FAAA sounds alarm on no-consultation super reform

ANDREW MCKEAN  |  MONDAY, 22 MAY 2023
The Financial Advice Association Australia (FAAA) has criticised Treasury for neglecting to consult on draft Superannuation Performance Test reforms. FAAA chief executive Sarah Abood voiced concerns regarding the proposal and process of the Performance ...

Abolishing FDSs a major win: Panel

KARREN VERGARA  |  TUESDAY, 16 MAY 2023
... advisers as many continue to grapple with 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 ...

Adviser numbers drop, FAAA strengthens recruitment

KARREN VERGARA  |  MONDAY, 15 MAY 2023
As adviser numbers drop below 16,000, the Financial Advice Association Australia (FAAA) is ramping up its initiatives to curb the attrition rate and meet the soaring demand for advice. The FAAA's chief executive Sarah Abood, who spoke at the newly merged ...

NALI measure receives mixed response

JAMIE WILLIAMSON  |  WEDNESDAY, 10 MAY 2023
... specific expenses, while expenditure that occurred prior to 2018/19 will also be exempted. Financial Advice Association Australia chief executive Sarah Abood described the measure as "a little surprising." "Limiting the income that is taxable as NALI ...