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Showing 61 - 70 of 124 results for "Phil Anderson"

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 ...

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 ...

AFA appoints partnerships GM

KARREN VERGARA | MONDAY, 10 MAY 2021

... IOOF. The association recently saw the resignation of chief executive Phil Kewin after four years. He is replaced by Phil Anderson in an acting capacity. On the new appointments, Anderson commented: "We are delighted to be welcoming Candice and Cameron ...

Advisers to go forth with claims handling

ANNABELLE DICKSON | MONDAY, 26 APR 2021

... excluding financial advisers, and therefore encouraged members to wait and see what emerged," AFA acting chief executive Phil Anderson said. As such, the regulation provides an exemption for individually licensed advisers and authorised representatives ...

Commissions likely to stay: Hume

KARREN VERGARA | THURSDAY, 22 APR 2021

... to the proper functioning of the life insurance market." Association of Financial Advisers acting chief executive Phil Anderson, who also presented at the event, said the reality is that advisers are no longer able to work with clients that generate ...

Advice association chief steps down

JAMIE WILLIAMSON | THURSDAY, 25 MAR 2021

... reins, as a new wave of reform heads the advice industry's way. General manager, policy and professionalism Phil Anderson has been appointed chief executive in an acting capacity while the AFA board searches for a permanent replacement. "I am extremely ...

Almost 3000 advisers gone in 2020

ELIZABETH MCARTHUR | FRIDAY, 18 DEC 2020

... education requirements lifts moderately. Association of Financial Advisers general manager, policy and professionalism Phil Anderson agreed that exits are likely to remain elevated through 2021. "The decline in adviser number is due to two factors. There ...

AFA, FPA share bleak view of industry

ELIZABETH MCARTHUR | TUESDAY, 30 JUN 2020

... Economics, sharing austere views of the financial advice industry. AFA general manager, policy and professionalism Phil Anderson said that the ASIC Financial Adviser Register had dropped by 6000 advisers in the last 18 months. Liberal MP Craig Kelly ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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