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Showing 61 - 70 of 148 results for %22Richard Klipin%22

Trio victims turn on planners

ALISON BEVEGE  |  FRIDAY, 15 APR 2011
... against the entity that committed the fraud, such as Trio, and if they were given financial advice, their adviser. Richard Klipin, chief executive of the Association of Financial Advisers, said the Trio fraud put the issue of risk at front and centre ...

Rising star wins chair position

ALISON BEVEGE  |  THURSDAY, 14 APR 2011
... Advisers GenXt committee, a leadership role that connects experienced, older advisers to those new to the profession. Richard Klipin, chief executive of the AFA said the financial adviser was a shining light in the industry and had been a proud supporter ...

FPA calls for naming rights

ALISON BEVEGE  |  THURSDAY, 14 APR 2011
... Financial Advisers, which has 7000 members and a strict code of ethics, has also called for the term to be restricted. Richard Klipin, chief executive of the association, said it had flagged the issue early on, asking for the term "financial adviser" ...

Good advisers can save clients from tax crackdown

ALISON BEVEGE  |  FRIDAY, 8 APR 2011
... schemes canvassed the financial planning industry, potentially making planners a target for the tax office crackdown. Richard Klipin, chief executive of the Association of Financial Advisers, said most advisers were very clear about their obligations ...

Financial planners crushed by rigid ATO

ALISON BEVEGE  |  MONDAY, 4 APR 2011
... financial year, an increase of 75.6 per cent on the previous year, after the Federal Government halved the caps. Richard Klipin, chief executive of the Association of Financial Advisers said the industry needed to keep pushing for a return to sustainable ...

Adviser award highlights need for women-centric advice

MATT WOODINGTON  |  TUESDAY, 22 MAR 2011
... represented within the ranks of financial advisers and better able to help women secure their financial future," said Richard Klipin, chief executive officer, AFA. The award recognises outstanding achievement and leadership within the financial advice ...

Super on table for October tax review

ALISON BEVEGE  |  MONDAY, 21 MAR 2011
... will look at what are the areas to tackle over the next few years," she said. "We think it's an important forum." Richard Klipin, chief executive of the Association of Financial Advisers, said the financial planning industry had seen three years of significant ...

Proposed reforms could hurt insurance levels: AFA

ALISON BEVEGE  |  TUESDAY, 22 FEB 2011
... Federal Finance Minister Bill Shorten to consider the impact of proposed financial reforms on life insurance levels. Richard Klipin, chief executive, AFA, said research had shown that if adviser commissions were banned, consumers would not seek life ...

Super stoush over opt-in scheme

ALISON BEVEGE  |  MONDAY, 21 FEB 2011
... "Locking in a consumer over one year is inferior to allowing them to walk away at any time over a three-year period." Richard Klipin, chief executive, AFA, said on Monday that the annual provision was redundant and would create costs. "The unintended ...

AFA promotes Make A Plan

ELISE BURGESS  |  THURSDAY, 10 FEB 2011
... including the Make A Plan campaign, at the GenXt Roadshow in Sydney yesterday. Speaking at the event, chief executive Richard Klipin spoke of the year ahead for advisers and what the AFA will do to support its members. Klipin said that the AFA will do ...