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Showing 61 - 70 of 779 results for "Association of Financial Advisers"

FPA is the preferred association: Research

KARREN VERGARA  |  WEDNESDAY, 16 MAR 2022
... based on the 18,800 recorded in the December 2021 database. Rainmaker's analysis found that the Association of Financial Advisers came second place with 13% or about 2495. "While there are eight major adviser industry associations, not only are their ...

Mixed reviews for advice industry reviewer

KARREN VERGARA  |  MONDAY, 14 MAR 2022
... see the backflip as politically motivated and timely ahead of the May federal election. The Association of Financial Advisers chief executive Phil Anderson said in terms of the changes to the draft terms of reference, the key development has been the ...

LifeBid bolsters team

ELIZABETH MCARTHUR  |  MONDAY, 21 FEB 2022
... Katherine Hayes, who is co-founder of Hayes & Co Insurance Services and NSW and ACT director for the Association of Financial Advisers (AFA), has joined the board. She joins Zurich chief distribution officer Kieran Forde, TAL executive general manager ...

AFA Practitioner Community appoints new leaders

KARREN VERGARA  |  THURSDAY, 10 FEB 2022
The Association of Financial Advisers welcomed a new chair and deputy chair to its Practitioner Community. AFA Group Wealth founder John Cachia was named chair, while Mazi Wealth founder Deline Jacovides serves as deputy chair. "Our key role is to be ...

AFA responds to Quality of Advice Review

KARREN VERGARA  |  THURSDAY, 10 FEB 2022
The Association of Financial Advisers hopes that the upcoming industry review will listen to the voices of clients and overhaul the advice process. In its submission to the draft terms of reference for the Quality of Advice Review, the AFA is calling ...

AFA opposes clean record requirement

JAMIE WILLIAMSON  |  THURSDAY, 3 FEB 2022
The Association of Financial Advisers (AFA) has said it does not support the 'clean record' requirement proposed within the government's new policy paper on education standards, citing the untested single disciplinary body. Under the proposed changes ...

AFA chief steps down after six months

ELIZABETH MCARTHUR  |  WEDNESDAY, 5 JAN 2022
After six months in the top job, Helen Morgan-Banda has departed the Association of Financial Advisers (AFA). Morgan-Banda plans to return to her home country of New Zealand, explaining that she wishes to be closer to family amid ongoing uncertainty ...

Shoddy exam feedback fuels adviser stress

KARREN VERGARA  |  WEDNESDAY, 22 DEC 2021
... and FASEA have confirmed these conversations have occurred," the FPA said in a statement. The Association of Financial Advisers commented: "It remains a fact that those who have continued to fail the exam would like to get better feedback." FASEA provides ...

FPA overcharges members

KARREN VERGARA  |  WEDNESDAY, 1 DEC 2021
... $200 advertising levy. A financial planner pays $595 p.a. while an associate pays $495 p.a. An Association of Financial Advisers member with more than three years' experience is charged $840 annually. Those new to the profession pay $600 p.a. A Standing ...

Risk inflows marginally recover

ANNABELLE DICKSON  |  FRIDAY, 19 NOV 2021
... few years are a problem that needs to be fixed rather than a trend. Speaking on a panel at the Association of Financial Advisers national conference in September, AIA chief executive Damien Mu said calling it a trend sets the wrong expectation. "We do ...