Advertisement

Category | Conferences and Events

iStock-680338102

AFA To Revise Constitution at AGM

The Association of Financial Advisers (AFA) will seek to revise its constitution and by-laws in an effort to become a code monitoring body under the new professional standards legislation. (more…)

Continue Reading
0 · August 15, 2017 in Associations, Conferences and Events  
iStock-621371400

Advisers Given Opportunity to Shape Their Education

Financial advisers need to take an interest in the changes to education and professional standards to prevent creating an model that does not meet the needs of clients, according to AFA General Manager, Member Services, Partnerships, & Campus AFA, Nick Hakes. (more…)

Continue Reading
1 · July 27, 2017 in Associations, Conferences and Events, Training  
iStock-533045204

Royal Commission Would Include Work of Regulators

A repeated call by the Federal Opposition for a Royal Commission into banking and financial services, which would also include an examination of the work of regulators, has been rejected by the Federal Government and the Financial Services Council (FSC). (more…)

Continue Reading
5 · July 27, 2017 in Associations, Compliance & Regulation, Conferences and Events  

O’Dwyer to Address AFA National Adviser Conference

The Minister for Revenue and Financial Services, Kelly O’Dwyer has been announced as a plenary speaker at this year’s AFA National Adviser Conference on the Gold Coast in October. (more…)

Continue Reading
0 · June 29, 2017 in Associations, Conferences and Events  

Present ‘Get-Well’ Cheques, Not Stats and Data

Selling critical illness (trauma) insurance is not about statistics nor policies and premiums but about providing for clients when they need help, according to an adviser who made claims against his own critical illness policy.

Continue Reading
· June 27, 2017 in Associations, Conferences and Events, Soft Skills  
iStock-537842358

Preventable Health Risks an Opportunity for Insurers

Four main risk factors are leading to four major non-communicable diseases which are responsible for 90% of deaths in Australia, according to AIA Australia and New Zealand Chief Executive, Damien Mu. (more…)

Continue Reading
0 · June 23, 2017 in Conferences and Events, General  
iStock-524716402

Top Tips on How to Segment Your Database and Keep the Clients You Want

Respected risk-focussed WA adviser, Mark Rando, has shared his top tips with his peers on determining which clients an advice business should focus on retaining and how they can achieve it…

Continue Reading
· June 14, 2017 in Conferences and Events, General, Practice Management, Practice Marketing  
iStock-513882332

Seek Referrals From Clients Who ‘Love You’

Advisers should be specific about what type of new clients they are seeking when asking existing clients for referrals and should focus on those who have already provided a referral, according to the head of a Melbourne boutique advice business…

Continue Reading
· June 14, 2017 in Associations, Conferences and Events, Practice Marketing  

News in Brief

TAL Sponsors Flying Doctors; ANZ Roadshows Puts Resilience at Apex (more…)

Continue Reading
0 · May 30, 2017 in Company News, Conferences and Events  

Quotas Needed to Boost Presence of Women

The financial services sector should consider quotas for the greater involvement of women thus removing the need for them having to push and shout for attention, according to a group of female advisers. (more…)

Continue Reading
1 · May 25, 2017 in Associations, Conferences and Events, General