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Showing 1 - 10 of 37 results for "Financial Advisers chief"

FPA policy and advocacy lead steps down

KARREN VERGARA  |  WEDNESDAY, 8 MAR 2023
... as it needs at the moment, so I knew it was time to step away." The FPA confirmed the Association of Financial Advisers chief executive Phil Anderson will act as interim general manager of policy and advocacy for the soon-to-merge association, in addition ...

"A lawyer's picnic": QAR report slammed

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2023
... issues which are part of the reason for this review." Responding to the proposal yesterday, Association of Financial Advisers chief executive Phil Anderson said there would need to be controls around the kinds of advice that might apply and education ...

Associations call for improved access to financial advice

ANDREW MCKEAN  |  FRIDAY, 3 FEB 2023
... obligations like the design and distribution obligations." The letter to Jones was signed by Association of Financial Advisers chief executive Phil Anderson, Boutique Financial Planning Principals Association president David Murdoch, Chartered Accountants ...

No surprise advice industry fears ASIC: Panel

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
... saying it isn't surprised by the level of fear in the industry when it comes to ASIC. Association of Financial Advisers chief executive Phil Anderson hosted a panel on the matter with ASIC senior executive leader, financial adviser Leah Sciacca, Diverger ...

Still work to do on QAR: Levy

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
... feedback on the Quality of Advice Review (QAR) for the first time to a panel comprising Association of Financial Advisers chief executive Phil Anderson, Financial Planning Association of Australia chief executive Sarah Abood and SMSF Association chief ...

Experienced advisers in education limbo

KARREN VERGARA  |  MONDAY, 21 MAR 2022
... 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 this matter ...

Mixed reviews for advice industry reviewer

KARREN VERGARA  |  MONDAY, 14 MAR 2022
... 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 areas ...

Key advice reforms tabled

KARREN VERGARA  |  THURSDAY, 10 DEC 2020
... arrangement that the member has agreed to (with the exception of intra-fund advice). The Association of Financial Advisers chief executive Philip Kewin said while all three elements are important, the most significant issue for the AFA and its members ...

Government to wind up FASEA

KARREN VERGARA  |  WEDNESDAY, 9 DEC 2020
... mandatory standards and law, and applying discipline," FPA chief executive Dante De Gori said. Association of Financial Advisers chief executive Philip Kewin echoed similar sentiments. "Financial advisers and the advice industry as a whole have been ...

APRA intervention blindsided AFA, FPA taskforce

ELIZABETH MCARTHUR  |  TUESDAY, 28 JUL 2020
... to being blindsided by APRA's intervention on individual disability income insurance. Association of Financial Advisers chief executive Phil Kewin and Financial Planning Association of Australia chief executive Date De Gori discussed the many reforms ...
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