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Financial Planning

CBA uses virtual reality to revitalise financial education

KERRIE SYDEE  |  TUESDAY, 11 OCT 2016
The Commonwealth Bank of Australia has launched a new virtual reality education program aimed at increasing the financial literacy of young Australians.

Advisers must be aware of cognitive nuances

KERRIE SYDEE  |  TUESDAY, 11 OCT 2016
Financial advisers must understand the pitfalls of the human brain and the way human tendencies can impact how knowledge is shared, according to professor of psychology at Harvard University Dr Jason Mitchell.

AFA recognises outstanding advisers

MARK SMITH  |  MONDAY, 10 OCT 2016
Darren Johns from Align Financial has won this year's AFA Adviser of the Year Award and Henderson Maxwell is the AFA Practice of the Year.

AFA award shines spotlight on women in financial advice

MICHELLE BALTAZAR  |  MONDAY, 10 OCT 2016
Peita Diamantidis of Caboodle Financial Services has received this year's AFA Female Excellence in Advice Award for championing the benefits of financial advice for women in the profession and in the broader community.

Godfrey Pembroke celebrates excellence in advice

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
Adviser group Godfrey Pembroke has revealed the winner of its Adviser of the Year and Premier Practice Awards at its biennial conference.

Top tips to kill your advice business

KERRIE SYDEE  |  FRIDAY, 7 OCT 2016
Businesses are living organisms and they will die without nourishment, according to Kearney Group chief executive Paul Kearney.

Insurance reforms get member support

MARK SMITH  |  FRIDAY, 7 OCT 2016
AFA members have given their approval to the proposed reforms to the life risk industry, after a motion calling for removal of support of the Life Insurance Framework received little support in a vote.

Adviser reform about recovering social licence

MARK SMITH  |  THURSDAY, 6 OCT 2016
Risk advisers must accept controversial reforms are about salvaging consumer trust and should unite to rebuild it rather than drive the industry apart, a panel of insurance industry stakeholders said on day two of the AFA's annual conference.

Advisers must know more than client history

DARREN SNYDER  |  THURSDAY, 6 OCT 2016
To have a successful financial advice practice advisers must move beyond technical advice and truly get to know their clients, according to AFA Foundation chair Olivia Sarah-Le Lacheur.

AFA excellence in education award winner revealed

KERRIE SYDEE  |  THURSDAY, 6 OCT 2016
The Association of Financial Advisers and Asteron Life have presented the 2016 AFA Excellence in Education Award this morning.