Category | Associations

The Case for Specialist, Niche Advice

US-based adviser, Brad Elman, advocates the value of specialisation as a pathway to success for advisers in today’s world. (more…)

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0 · July 22, 2019 in Associations, Conferences and Events, General  

AFA Launches Paraplanner Support Network

The Association of Financial Advisers has announced the launch of a new community of practice for paraplanners, called Pulse. (more…)

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· July 19, 2019 in Associations, Services  

New Adviser Matching Service Initiative

A new online matching service from The Financial Planning Association of Australia aims to help Australians find the certified financial planner best suited to meet their personal money and life needs. (more…)

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· July 19, 2019 in Associations, Services  

AFA Senior Appointment 

The Association of Financial Advisers has appointed Robert Coulter to the position of General Manager, Partnerships. (more…)

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· July 15, 2019 in Appointments, Associations  
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FSC Genetic Testing Moratorium Comes into Effect

Genetic tests are no longer a barrier for consumers seeking life insurance, following the implementation of the FSC’s Moratorium on genetic tests in life insurance on 1 July. (more…)

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· July 2, 2019 in Associations, Claims, Compliance & Regulation, General  
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FASEA Approves AFA Courses

FASEA has given its formal approval for education credits attaching to the AFA’s  FChFP and ChLP courses. (more…)

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3 · July 1, 2019 in Associations, Compliance & Regulation, Training  

How to Get Luckier With Centres of Influence

NSW adviser, Guy Mankey, has shared the benefit of his experience in developing highly successful relationships with centres of influence. (more…)

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0 · July 1, 2019 in Associations, Conferences and Events, General  
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Associations Outline Policy Agenda to New Minister

The AFA has detailed the policy agenda it presented to the new Minister responsible for Financial Services and Superannuation, Senator Jane Hume. (more…)

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4 · June 28, 2019 in Associations, Compliance & Regulation  
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Julie Bishop Headlines Speakers at 2019 AFA Conference

The AFA confirmed last week that it has secured former Foreign Minister, Julie Bishop, as the opening speaker at its 2019 Conference. (more…)

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0 · June 24, 2019 in Associations, Conferences and Events  
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Top Tips for Advisers to Drive Success

Geelong-based adviser, Ross Hultgren, has shared his top tips he says can be used by every adviser, regardless of their age, experience or client base. (more…)

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2 · June 24, 2019 in Associations, Conferences and Events, General