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Showing 1 - 10 of 127 results for "Financial Advice Association"

$15m crypto scam costs former adviser 10 years

JAMIE WILLIAMSON  |  THURSDAY, 12 JUN 2025
... According to her LinkedIn, Rogan was a chartered accountant and a Certified Financial Planner. The Financial Advice Association Australia terminated Rogan's membership in May 2024 following complaints from former clients.

AIOFP, FAAA encouraged by first meeting with Mulino

KARREN VERGARA  |  FRIDAY, 6 JUN 2025
... minister Daniel Mulino, the Association of Independently Owned Financial Professionals (AIOFP) and Financial Advice Association Australia (FAAA) feel enthused about the impact he will have on the profession. This week, the two associations met with Mulino ...

Coalition names shadow treasurer, financial services minister

ANDREW MCKEAN  |  THURSDAY, 29 MAY 2025
... and financial security in retirement, alongside being a pillar of economic stability..." Likewise, Financial Advice Association of Australia chief executive Sarah Abood congratulated the new shadow ministry. "The Australian financial advice sector requires ...

Industry groups hammer out guidance on tax-deductible advice fees

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
The Financial Advice Association Australia (FAAA), in consultation with leading accounting bodies, has released new guidance on tax-deductible advice fees. The guidance follows the release of the ATO Tax Determination in September last year, which the ...

Advice bodies want efficiency, long-term solutions from Mulino

KARREN VERGARA  |  WEDNESDAY, 14 MAY 2025
... advisers, and ultimately increase costs and reduce accessibility of advice for all Australians. The Financial Advice Association Australia (FAAA) general manager for policy, advocacy and standards Phil Anderson is urging to push through a suite of issues ...

Daniel Mulino takes over financial services portfolio

JAMIE WILLIAMSON  |  TUESDAY, 13 MAY 2025
... also previously taught economics at Yale and at Monash University. In welcoming Mulino to the role, Financial Advice Association Australia chief executive Sarah Abood said she is looking forward to working with him on areas in need of reform, like the ...

Reducing super tax cap to $2m 'a concern': FAAA

ELIZA BAVIN  |  FRIDAY, 9 MAY 2025
Financial Advice Association Australia (FAAA) chief executive Sarah Abood has voiced concerns about the future of Div 296, given Labor's overwhelming victory at the federal election. The proposed 30% tax on superannuation balances above $3 million could ...

Industry bodies call for delay to Payday Super

JAMIE WILLIAMSON  |  FRIDAY, 9 MAY 2025
A collective of industry bodies, including Chartered Accountants ANZ and the Financial Advice Association Australia, want the government to push the implementation of Payday Super to July 2028. In a joint submission to Treasury, eight industry lobby ...

FAAA calls for stronger consumer protections in advice reforms

ANDREW MCKEAN  |  WEDNESDAY, 7 MAY 2025
The Financial Advice Association of Australia (FAAA) has opposed collective charging for "always complex and costly" retirement planning advice and emphasised the need for consumer protection in the provision of super nudges in its submission to Treasury ...

What Labor's second term means for regulators

KARREN VERGARA  |  TUESDAY, 6 MAY 2025
... of Dixon Advisory, which was slated to provide a report by the last sitting day of March 2025. The Financial Advice Association Australia (FAAA) general manager of policy, advocacy and standards Phil Anderson said he expects that the Dixon Inquiry will ...
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