Search ResultsShowing 1 - 10 of 100+ results for "AFA"
Advice groups criticise rushed legislation
ELIZABETH MCARTHUR  |  WEDNESDAY, 4 MAR 2020
... with the former saying the reforms will make financial advice inaccessible and unaffordable for everyday Australians. The AFA released its submissions to Treasury on ongoing fee arrangements and disclosure of lack of independence, advice fees in super ...
How to ensure clients will pay higher fees
ELIZABETH MCARTHUR  |  FRIDAY, 28 FEB 2020
... professionalism Phil Anderson says financial advisers need to be prepared to have tough conversations with clients on fees. At the AFA Roadshow event this week, Anderson outlined the challenges advisers will face during what he referred to as a transition ...
Life commissions, referral fees still kosher: AFA
ELIZABETH MCARTHUR  |  THURSDAY, 27 FEB 2020
... clear message on life insurance commissions and referral fees, and took aim at a former FASEA board member in the process. AFA general manager of policy and professionalism Phil Anderson dove into commissions and fees in a detailed presentation in light ...
More courses get FASEA approval
ELIZABETH MCARTHUR  |  FRIDAY, 21 FEB 2020
FASEA has approved applications for the recognition of coursework from the Australian Financial Advisers (AFA) and Stockbrokers and Financial Advisers Association (SAFAA) as part of its education standards for financial advisers. Advisers who have completed ...
Focus to acquire stake in MEDIQ
KANIKA SOOD  |  WEDNESDAY, 19 FEB 2020
... medical practitioners (but has a law degree) and founded MEDIQ in 2010. It won the Association of Financial Advisers' (AFA) Practice of the Year award in 2017. MEDIQ's future plans About 60% of MEDIQ's clients are based outside Victoria ...
FASEA extension passes
ELIZABETH MCARTHUR  |  THURSDAY, 13 FEB 2020
... is an additional two years. The Financial Planning Association of Australia (FPA) and Association of Financial Advisers (AFA) lobbied for these extensions. FPA chief executive Dante De Gori responded to news of the bill passing on LinkedIn, saying: "The ...
AMPFPA action progresses, associations merge
JAMIE WILLIAMSON  |  WEDNESDAY, 12 FEB 2020
... thousands of everyday Australians over a very long period of time," he said. "We continue to be very supportive of the FPA and AFA but we do believe a common voice is needed when speaking to government." The Small Business Ombudsman asked AMP to mediate ...
New board member at EQT
ELIZABETH MCARTHUR  |  WEDNESDAY, 12 FEB 2020
... company TalkiPlay. She was a finalist for the Association of Financial Advisers' Adviser of the Year Award in 2014 and won the AFA Female Excellence in Advice Award in 2013 and the Financial Planning Association of Australia's CFP Professional of the ...
Pro-bono advice program for bushfire affected launches
ELIZABETH MCARTHUR  |  THURSDAY, 6 FEB 2020
... Financial Planning Bushfire Pro-Bono Program is open and ready as of today. It's a collaborative response from the FPA and AFA to support communities impacted by the recent bushfire crisis. Impacted Australians who are eligible for assistance will be ...
Where to from here?
JAMIE WILLIAMSON  |  WEDNESDAY, 5 FEB 2020
On the anniversary of the Royal Commission's final report, AFA chief Phil Kewin reflects on the year that was and how the playbook - and rules - changed for advisers. It's been 12 months since the financial services sector was hit with Commissioner ...
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