News in Brief

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  • Fox Makes Kokoda Trek for AFA Foundation;
  • MBS Insurance Promotes Two;
  • AFA and FPA Announce Headline Speakers

Fox Makes Kokoda Trek for AFA Foundation

Brad Fox Training for Kokoda
Brad Fox Training for Kokoda

Former AFA Chief Executive, Brad Fox will walk the 96 kilometre Kokoda Track in Papua New Guinea to raise funds to combat veteran suicide and PTSD among returned Australian military service personnel.

The trek, which is raising funds through the AFA Foundation, will include 16 advisers and four returned service personnel and features 10,000 feet of ascents and descents across the length of the track.

Fox will begin the trek on 31 August, which last for 7 days, and is continuing to accept donations for the AFA Foundation, which can be made here: https://give.everydayhero.com/au/brad-kokoda-for-charity.

 

MBS Insurance Promotes Two

Sydney based risk insurance business MBS Insurance has promoted two of its financial advisers to the level of partner completing a five-year training and development process.

MBS Insurance promoted Chris MacKenzie and Brent McCullough to the position of partner with founders Kris Mason and Drew Burden stating the move was part of the practices efforts to invest in new talent.

MacKenzie and McCullough joined MBS around five years ago in administrative roles, before becoming authorised representatives in October 2015, after being coached by Mason and Burden as part of a development pathway which also led to the recent promotion to partner.

“Both Chris and Brent are outstanding individuals and we are confident they will play a crucial role in the future of MBS and reflected both the growth of that practice and the firm’s commitment to servicing our clients,” Mason and Burden said.

 

AFA and FPA Announce Headline Speakers

The AFA and FPA have announced the key speakers at their upcoming annual conferences with The Minister for Revenue and Financial Services, Kelly O’Dwyer addressing attendees at the AFA 2017 National Adviser Conference.

O’Dwyer will address all attendees at a session titled ‘A Vision for Financial Advice’ and will be joined by Shadow Minister for Small Business and Financial Services, Senator Katy Gallagher in addressing licensees at the AFA Licensee Leaders Forum.

Other key speakers include Corgenius Chief Executive, Amy Florian, Former Presidential Aide to Nelson Mandela, Zelda la Grange and Digital Futurist, Chris Riddell.

The FPA will open its 2017 FPA Professionals Congress with the Chief Executive of Tomorrow, Mike Walsh who will cover the role of advice in the age of AI, automation and algorithms.

He will be joined by Dr Daniel Susskind of Oxford University who will provide further insights into how technology will transform the work of financial planners in coming years.

London-based writer and broadcaster Claudia Hammond will cover the latest research in psychology, neuroscience and behavioural economics on the psychology of money and how to use it better in an on-stage discussion with Money Magazine Editor, Effie Zahos.

Further updates on speakers and the full program will be released closer to the conference date.