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Financial Planning

Aged care RC will spook Aussies into advice

HARRISON WORLEY  |  THURSDAY, 11 OCT 2018
Delegates today heard the impending Royal Commission into aged care could serve as a catalyst for more Australians to access financial advice.

FPA finds Sam Henderson guilty

KANIKA SOOD  |  THURSDAY, 11 OCT 2018
High profile financial adviser Sam Henderson has been found guilty of nine of 10 alleged breaches of the Financial Planning Association of Australia's code of professional practice.

A question of ethics

JAMIE WILLIAMSON  |  THURSDAY, 11 OCT 2018
The Royal Commission could have been avoided if one simple question had been asked: Does this feel right?

Royal Commission an opportunity: Anderson

JAMIE WILLIAMSON  |  THURSDAY, 11 OCT 2018
Financial advice businesses must use the Royal Commission as an opportunity to reflect on whether they have an acceptable culture and right approach to risk management.

ASIC delays adviser reporting deadlines

KARREN VERGARA  |  THURSDAY, 11 OCT 2018
ASIC has delayed reporting dates relating to the professional standard reforms for financial advisers.

Can Hollywood turn advice mainstream?

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
Call it the George Clooney effect. Motivational speaker Geoff Ramm told delegates at the AFA Conference that one way they can fend off competition is to treat each and every client as if they were a celebrity.

Education excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 11 OCT 2018
The Association of Financial Advisers named the recipient of the 2018 Excellence in Education Award.

Advice is a sea of sameness

HARRISON WORLEY, MICHELLE BALTAZAR  |  WEDNESDAY, 10 OCT 2018
Addressing the AFA National Adviser Conference, chief executive and founder of Don Connelly & Associates, Don Connelly said financial advisers should look to differentiate themselves in a "sea of sameness".

Advice is the business to be in: Salt

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
Demographics Group managing director Bernard Salt told delegates at the 2018 AFA National Adviser Conference that financial advice is the business to be in after Australia's sustained period of economic growth.

AFA Foundation celebrates record year

JAMIE WILLIAMSON  |  WEDNESDAY, 10 OCT 2018
The AFA Foundation raised a record amount in FY18, bringing in more than $300,000 for its partner charities.