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Showing 1 - 10 of 100+ results for "Association of Financial Advisers"

GQG Partners expands Australian team

ANDREW MCKEAN  |  WEDNESDAY, 18 MAY 2022
... distribution in Queensland and Victoria. Killen is also currently the Victorian state chair of the Association of Financial Advisers (AFA). On the new appointments, GQG Partners director of wholesale markets Daniel Bullock said Jenkins' diverse industry ...

Experienced advisers in education limbo

KARREN VERGARA  |  MONDAY, 21 MAR 2022
... advisers' minds: if the new government in power will indeed push through the changes and when. The Association of Financial Advisers chief executive Phil Anderson is concerned about some advisers putting their study on hold. "We have advocated for ...

TAL wins life company award for 2021

KARREN VERGARA  |  THURSDAY, 17 MAR 2022
TAL has taken out the Association of Financial Advisers' 2021 Life Company of the Year Award for the fifth consecutive year. TAL also won the Overall Platinum and Income Protection categories. NEOS Life took home four awards for Service Quality, Trauma ...

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 ...
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Editor's Choice

No place for crypto in insto portfolios: PGIM

JAMIE WILLIAMSON
PGIM has made clear its thoughts on cryptocurrency, labelling it 'portfolio kryptonite' and saying it adds little to institutional investment portfolios other than a whole lot of risk.

Beware super home buyer collateral damage: ISA

ANDREW MCKEAN
The Coalition's super home buyer proposal could leave thousands worse off, even if they don't access the scheme, Industry Super Australia (ISA) has said.

CountPlus names chief executive

JAMIE WILLIAMSON
Following the sudden departure of Matthew Rowe in February, the financial advice group has named its new chief executive while also naming a new chief financial and operating officer.

Alternatives guru departs ART

ELIZABETH FRY
Bruce Tomlinson has left his job as a senior portfolio manager at the Australian Retirement Trust.

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