SAM PERERA

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...

image
Financial planning

The number of financial advisers could fall to 14,000 in the next couple of years, according to AFA President Sam Perera, but the Quality of Advice review could mean impr...

image
Financial planning

A merger between Association of Financial Advisers and Financial Planning Association of Australia is “not off the table” but will be driven by their members’ demands....

image
Financial planning

While the change may be a disappointment for advisers who have already committed to complete additional study, it is important the changes do not undermine the recognitio...

image
People & Products

Former vice president of the Association of Financial Advisers, Sam Perera, has been appointed as its new national president....

image
Financial planning

Many of the remaining Hayne Royal Commission recommendations will do nothing more than harm and damage ordinary Australian consumers, a member of a parliamentary committe...

image
People & Products

Michael Nowak will be the new president, with Sam Perera as vice president and Matthew Hawkins as treasurer, with all state directors confirmed as well....

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

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...

6 days 22 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...

6 days 23 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...

1 week 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. ...

9 months 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