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Showing 1 - 10 of 48 results for "Association of Independently Owned Financial"

Adviser with Investport links sees ban affirmed

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... Services. Here, she operates under Addicott Partners. Anderson is a member of the Association of Independently Owned Financial Planners. Peter Daly, who was managing director of Beacon Financial Group and a director of Linchpin Capital, is the former ...

Linchpin, Endeavour directors found guilty

JAMIE WILLIAMSON  |  TUESDAY, 4 APR 2023
... Linchpin and was considered an officer of Endeavour. Daly is the former chair of the Association of Independently Owned Financial Professionals. All four were banned from providing financial services for five years in November 2019. Much of the money ...

Experienced advisers in education limbo

KARREN VERGARA  |  MONDAY, 21 MAR 2022
... but [Kaplan] can extend the deadline if the circumstances allow us to do it." The Association of Independently Owned Financial Professionals executive director Peter Johnston is urging affected student members to "not commit to any additional studies ...

FPA is the preferred association: Research

KARREN VERGARA  |  WEDNESDAY, 16 MAR 2022
... Stockbrokers and Financial Advisers Association, Institute of Public Accountants, Association of Independently Owned Financial Professionals and National Tax Agents Association. Yet these associations respectively had a minority of adviser members of ...

Mixed reviews for advice industry reviewer

KARREN VERGARA  |  MONDAY, 14 MAR 2022
... Advice Review has received a mixed reception from the financial advice industry. The Association of Independently Owned Financial Professionals executive director Peter Johnston called out Levy's lack of experience in financial advice and Senator ...

AIOFP blasts 'elitist' young advisers

ELIZABETH MCARTHUR  |  MONDAY, 13 DEC 2021
The Association of Independently Owned Financial Professionals (AIOFP) has criticised 'elitist young financial advisers' for opposing Labor's suggestion older financial advisers shouldn't have to complete a university degree. Last week at the AIOFP's ...

Labor promises to recognise adviser experience

KARREN VERGARA  |  FRIDAY, 10 DEC 2021
... bachelor's degree to keep their qualifications. Making the announcement at the recent Association of Independently Owned Financial Professional conference, Jones made it clear that he is not proposing to scrap the professional standards reforms. ...

FASEA urges advisers to maximise exam sittings

ELIZABETH MCARTHUR  |  MONDAY, 11 JAN 2021
... being urged to maximise the number of attempts they make. In correspondence with the Association of Independently Owned Financial Professionals (AIOFP), FASEA chief executive Stephen Glenfield confirmed advisers who sit the exam in January or March can ...

Advice associations join forces

ANNABELLE DICKSON  |  WEDNESDAY, 9 DEC 2020
The Association of Independently Owned Financial Professionals (AIOFP) has formed a strategic alliance with Tax & Super Australia (TSA) in a bid to have a louder voice when lobbying for the industry. The alliance will have a membership base of 10,000 ...

Calls for consent forms, opt-ins to be scrapped

ELIZABETH MCARTHUR  |  TUESDAY, 18 AUG 2020
... Financial Planning have thrown their weight behind a radical policy suggestion from the Association of Independently Owned Financial Professionals (AIOFP). The dealer groups put their names to a document by AIOFP executive director Peter Johnston which ...
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