Advertisement

Anderson Returns to Policy Role at AFA

The former Chief Operating Officer of the Association of Financial Advisers (AFA), Phil Anderson will return to the organisation after having been appointed as General Manager, Policy and Professionalism.

Phil Anderson will return to the AFA as General Manager, Policy and Professionalism.

Phil Anderson will return to the AFA as General Manager, Policy and Professionalism.

Anderson left the AFA in October 2015 to take on the role of General Manager, Governance and Advice at Netwealth. He was replaced by Samantha Clarke who has held the role for the past 18 months but has resigned to further build her own established business – Advice RegTech.

Anderson, who will start in the role on 19 June, was active in the areas of policy and professionalism at the AFA from 2011 to 2015. He will head up the three member AFA Policy and Professionalism team which includes the recently appointed General Counsel, Linda Vogel and Senior Adviser, Troy Nutley.

AFA Chief Executive, Phil Kewin said Anderson “…has a tried and proven track record in the field of policy and professionalism and a passion for advice that we believe will assist the AFA and its members take advice in Australia to the next level”.

“The AFA has always been strong in policy and professionalism and our new team continues this legacy, building on the great work done by those before them,” said Kewin.

Anderson, commenting on his appointment, said the profession was going through a challenging period with the implementation of the professional standards legislation and “I believe the AFA is a place where I can make a real difference in the process of making financial advice a recognized profession.”

Kent replaced on Board

In related news, the AFA has announced the replacement of its Treasurer and board member, Deborah Kent, who has stood down after being appointed to the new Government-created professional standards body.

Incoming AFA Treasurer, Dave Slovenic

Incoming AFA Treasurer, Dave Slovenic

Kent, who was appointed to Financial Adviser Standards and Ethics Authority (FASEA) in April 2017, will be replaced by Senior Partner Adviser at Murfin Financial Group and SA/NT State Director, Dave Slovinec, who has been an AFA State Director for five years.

Slovenic, in turn, will be replaced by Michelle Veitch as SA/NT State Director on the AFA Board. Veitch is the Managing Director and founding Principal of MAP Financial Strategies & Mybluesky.

In a message to members AFA President, Marc Bineham congratulated Kent on her appointment to FASEA, writing it was “…a well-deserved recognition of her commitment to our profession” and welcoming Slovenic to the AFA’s executive team.

Formal elections for the AFA Board will be held at the Association’s Annual General Meeting which will take place during the AFA National Adviser Conference in October.