Category | Conferences and Events

Don’t Underestimate Clients on Advice Fees

Advisers can charge a fee for life insurance advice but need to be aware of what it costs to deliver the advice and structure their services accordingly, claims Western Australian adviser, Mark Rando. (more…)

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0 · October 16, 2017 in Associations, Conferences and Events, Practice Management, Remuneration  

AFA 2017 National Adviser Conference Wrap

The Association of Financial Advisers has wrapped up its annual National Advisers Conference, held this year at the Royal Pines Resort on the Gold Coast, with a closing address from musician and humanitarian, Sir Bob Geldof. (more…)

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0 · October 14, 2017 in Associations, Conferences and Events  

Charlie Fraser Wins 2017 AFA Adviser of the Year

The AFA has concluded its National Adviser Conference by naming Queensland adviser Charlie Fraser, of Shadforth Financial Group, as the 2017 AFA Adviser of the Year. (more…)

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0 · October 14, 2017 in Associations, Conferences and Events  

Mediq Named as 2017 AFA Practice of the Year

Melbourne based advisory firm, MEDIQ Financial Services has won the 2017 AFA Practice of the Year Award. (more…)

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0 · October 14, 2017 in Associations, Conferences and Events  

Advisers Deserve Credit But Need to Achieve Higher Standards

The financial advice sector should be given the credit it deserves as a profession but this will only come about as it progresses to higher professional standards, according to the Minister for Revenue and Financial Services, Kelly O’Dwyer. (more…)

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0 · October 13, 2017 in Associations, Compliance & Regulation, Conferences and Events  

Life Insurance Industry Problems Can Be Overcome

Lapse rates in the life insurance sector are not a serious issue but life insurers should work together to prevent financial advisers from engaging in the process, according to the ANZ Group Executive Wealth Australia, Alexis George. (more…)

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0 · October 13, 2017 in Associations, Conferences and Events  

Schodel Named as AFA Female Excellence in Advice Award Winner

Queensland financial adviser Lea Schodel, of Wellthy, has been named as the winner of 2017 AFA Female Excellence in Advice Award. (more…)

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0 · October 13, 2017 in Associations, Conferences and Events  

AFA Signs Partnership with Map My Plan

The AFA has partnered with robo-advice provider, Map My Plan, to offer a service to advisers to help them attract new clients and build financial literacy among new and existing clients. (more…)

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0 · October 12, 2017 in Associations, Conferences and Events, Practice Management, Services, Technology  

AFA Excellence in Education Award Winner Announced

The AFA has named Perth based adviser, Michael Ward of Maxim Private Wealth, as the winner of the 2017 AFA Excellence in Education Award. (more…)

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0 · October 12, 2017 in Associations, Conferences and Events  

AFA Names 2017 Rising Star Award Winner

The AFA has named NSW financial adviser, Mia Taylor of Evalesco Financial Services as the 2017 AFA Rising Star. (more…)

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0 · October 11, 2017 in Associations, Conferences and Events