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Showing 1 - 10 of 36 results for "Independently Owned Financial Professionals"

Linchpin, Endeavour directors found guilty

JAMIE WILLIAMSON  |  TUESDAY, 4 APR 2023
... 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 was allegedly used ...

Experienced advisers in education limbo

KARREN VERGARA  |  MONDAY, 21 MAR 2022
... 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 to satisfy FASEA ...

FPA is the preferred association: Research

KARREN VERGARA  |  WEDNESDAY, 16 MAR 2022
... 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 7% or less. ...

Mixed reviews for advice industry reviewer

KARREN VERGARA  |  MONDAY, 14 MAR 2022
... 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 Jane Hume's failure ...

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 ...

FASEA urges advisers to maximise exam sittings

ELIZABETH MCARTHUR  |  MONDAY, 11 JAN 2021
... 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 have up to three ...

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
... 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 included the suggestion ...

FASEA boycott sparks in-fighting

ELIZABETH MCARTHUR  |  TUESDAY, 2 JUN 2020
... overreach. "Enough is enough," he said. Another advice association, the Association of Independently Owned Financial Professionals (AIOFP) reached out to their membership about the UFAA's boycott suggestion. "Some members have asked our opinion on ...

ASIC bans Linchpin directors

ELIZABETH MCARTHUR  |  FRIDAY, 29 MAY 2020
... which was a subsidiary of Linchpin. He also used to be the chair of the Association of Independently Owned Financial Professionals (AIOFP). ASIC found that the three directors failed to act in the best interests of the members of the Investport Income ...
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