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Showing 31 - 40 of 46 results for "Investments and advice"

No surprise advice industry fears ASIC: Panel

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
... Diverger managing director Nathan Jacobsen, Australian Advice Network chief executive Paul Forbes and AFCA investments and advice acting lead ombudsman Shail Singh. Addressing the audience at AFA Thrive, Anderson said former minister for financial services ...

Latest AFCA data shows big shifts in complaints

JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUL 2022
In the realm of investments and advice, the number of complaints made to the Australian Financial Complaints Authority over the interpretation of product terms and conditions increased more than six-fold last financial year, while complaints about inappropriate ...

Natalie Cameron named AFCA lead ombudsman

ANDREW MCKEAN  |  THURSDAY, 7 JUL 2022
... banking and finance. Cameron moves into the position from her current appointment as lead ombudsman for investments and advice at AFCA. She has been acting in the banking and finance role since January. AFCA chief ombudsman and chief executive David ...

AFCA appoints senior ombudsmen

JAMIE WILLIAMSON  |  TUESDAY, 26 OCT 2021
... efforts, with senior ombudsmen to work closely with the lead ombudsmen across banking and finance, insurance, investments and advice, and superannuation. All seven appointments are internal promotions, AFCA noted. Anne Maree Howley has been appointed ...

IDII pitfalls advisers should avoid

KARREN VERGARA  |  WEDNESDAY, 22 SEP 2021
... Financial Advisers 2021 Evolve Conference, Australian Financial Complaints Authority lead ombudsman for investments and advice Natalie Cameron told advisers about her experiences with IDII complaints, particularly when it comes to insurance switching ...

Six new ombudsmen at AFCA

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
... team. In other appointments within the organisation, Shail Singh has been reappointed as an ombudsman in investments and advice, and Christine McCarthy as an ombudsman in insurance. Daniel King has been promoted to an adjudicator role in insurance. They ...

AFCA names two lead ombudsmen

ANNABELLE DICKSON  |  MONDAY, 31 MAY 2021
... Russell will commence their roles in August and join Evelyn Halls (banking and finance), Natalie Cameron (investments and advice), and Heather Gray (superannuation). The appointments come after AFCA named John Pollaers as its new independent chair, taking ...

MLC Life executive joins AFCA

HARRISON WORLEY  |  FRIDAY, 17 APR 2020
A member of MLC Life's leadership team has been appointed lead ombudsman for investments and advice at AFCA. A former industry super fund has also joined the body as lead ombudsman for superannuation. MLC Life Insurance chief of customer operation Natalie ...

Advice complaints low: AFCA

ELIZABETH MCARTHUR  |  WEDNESDAY, 19 FEB 2020
... 5%, with the vast majority of AFCA's work focussed on credit complaints. About 2700 complaints related to investments and advice were received in 2019. "Given the amount of advice given in a 12 month period, I think that's a low number," Donald said. ...

AFCA membership deadline arrives

JAMIE WILLIAMSON  |  FRIDAY, 21 SEP 2018
... superannuation in preparation. June Smith will take on the role in addition to her existing role as lead ombudsman, investments and advice. Smith previously held the position of lead ombudsman, investments and advice at the Financial Ombudsman Service. ...