PHIL ANDERSON

Financial planning

Reacting to the Compensation Scheme of Last Resort levy, the FAAA said another levy in addition to the existing ASIC levy will drive advice firms out of business. ...

Financial planning

Doubt has been cast on whether Minister for Financial Services, Stephen Jones, will be able to progress the Delivering Better Financial Outcomes reforms within a year....

Financial planning

There is room for more flexibility in the financial advice exam, according to FAAA chief executive Sarah Abood, and the organisation is advocating for this to be improved...

Financial planning

Advisers “live in fear of the next black swan event”, according to FAAA general manager Phil Anderson, as they anticipate the start of the Compensation Scheme of Last Res...

Financial planning

According to the former AFA submission to the Senate Economics Committee’s investigation into ASIC, there are “significant differences” in the treatment of misconduct in...

Financial planning

Three things are missing from the government’s formal response to the QAR, according to the FAAA’s Phil Anderson, while a panel has shared why they believe the QAR should...

Financial planning

The FAAA’s Phil Anderson has shed light on when advisers could see any update from the government on the progression of the Quality of Advice Review changes....

Financial planning

The Financial Advice Association Australia has recorded over 8,700 membership renewals, including over 80 per cent of eligible practitioner members....

Financial planning

Students of financial planning degrees could be sourced to provide financial advice to super fund members, according to the Financial Advice Association of Australia....

Financial planning

In light of the recent experience pathway consultation, former AFA chief executive Phil Anderson has debated whether 10 years of experience can be comparable to a univers...

People & Products

Benjamin Marshan, general manager for policy and advocacy at the FPA, is to leave after seven years ahead of its merger with AFA with a replacement appointed in the inter...

Financial planning

The Code of Ethics should be revamped next year following a Treasury review, according to AFA chief executive Phil Anderson, with problems cited in the introduction of th...

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Life/Risk

AFA chief executive, Phil Anderson, has clarified Quality of Advice Review proposals regarding obtaining client consent for life insurance commission following a meeting ...

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Editorial

The proposed merger of the FPA and AFA is a step forward – not just for the profession, but for all those yet to benefit from financial advice....

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Financial planning

The Association of Financial Advisers says it has received positive signs from the minister for financial services, Stephen Jones, that he is very willing to help fix the...

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 day 16 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 day 17 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

2 days 16 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

8 months 3 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago