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Showing 31 - 40 of 46 results for %22Michelle Levy%22

AFA Thrive Conference kicks off

CASSANDRA BALDINI  |  WEDNESDAY, 21 SEP 2022
... embrace the opportunities we the industry faces challenges ahead. Some expected highlights over the next three days are Michelle Levy's panel discussion around how the Quality of Advice Review will impact the advice sector as well as AFA chief executive ...

The time for change is now: Jones

CASSANDRA BALDINI  |  WEDNESDAY, 21 SEP 2022
... announced the Quality of Advice Review, she had my full support. When I was appointed to this position I met with Michelle Levy and said, 'I want you to continue your work I won't be interfering with it'. "My north star is always going to be the ...

Research explores advice industry's maturation

ANDREW MCKEAN  |  TUESDAY, 20 SEP 2022
... towards professional recognition. Interestingly, the obligation to act in clients' best interests is one of the things Michelle Levy has proposed be removed under the Quality of Advice Review. Survey results also indicated that financial advisers are ...

Midwinter unveils new adviser tool

CHLOE WALKER  |  WEDNESDAY, 31 AUG 2022
... Interestingly, in the Quality of Advice Review's interim report and consultation paper released this week, chair Michelle Levy suggested removing the requirement for financial advisers to provide a Statement of Advice unless specifically requested by ...

A sensible roadmap: Industry responds to QAR paper

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2022
... supports. We also take the opportunity to acknowledge the quality and depth of the engagement from the QOAR team led by Michelle Levy, given the complexities and range of issues involved." The group is comprised of 12 industry associations, including ...

Focus on providing 'good advice': QAR draft proposals

JAMIE WILLIAMSON, CASSANDRA BALDINI  |  MONDAY, 29 AUG 2022
... the proposed reforms contained in the Quality of Advice Review's consultation paper. Released today, the QAR lead Michelle Levy's consultation paper suggests removing the best interests duty, saying "evidence suggests the best interests duty ...

What the QAR should focus on: MLC Life

CASSANDRA BALDINI  |  TUESDAY, 9 AUG 2022
... customers and advisers, which means ensuring more advice, not less. "The recommendations we have put forward to Michelle Levy and her team are reasonable and we look forward to working closely with them over the coming months to ensure a positive outcome ...

Government commits to Quality of Advice Review in current form

JAMIE WILLIAMSON  |  FRIDAY, 24 JUN 2022
Minister for financial services Stephen Jones has met with independent reviewer Michelle Levy to discuss the ongoing review. In a statement, Jones confirmed he has met with Levy and supports the review continuing under its current Terms of Reference. ...

Mixed reviews for advice industry reviewer

KARREN VERGARA  |  MONDAY, 14 MAR 2022
Lawyer Michelle Levy's appointment in overseeing the Quality of Advice Review has received a mixed reception from the financial advice industry. The Association of Independently Owned Financial Professionals executive director Peter Johnston called ...

Legal expert to lead QAR

KARREN VERGARA  |  FRIDAY, 11 MAR 2022
... Jane Hume announced this afternoon, adding that the terms of reference have also been finalised. Allens partner Michelle Levy, a specialist in financial services, life insurance and superannuation law, will lead the QAR. Before Allens, she was a partner ...