September 2, 2019
The 2019 AFA Conference demonstrated a new-found momentum for unity across the advice and financial services sector. (more…)
MetLife Calls for Greater Industry Collaboration
August 30, 2019
Life insurer MetLife has called for superannuation funds and life insurers to work together to increase Australians’ awareness of the insurance cover they have through their superannuation fund. (more…)
OnePath Launches Customer Engagement Program
OnePath has launched a comprehensive customer engagement program which it claims will take insurance in Australia in a new direction, offering customers greater clarity over their insurance cover. (more…)
FASEA Extensions Confirmed
The Government has confirmed it will introduce changes into Parliament that will extend the time-frames for advisers to undertake the FASEA exam and complete its new minimum education standards. (more…)
2019 AFA Adviser Award Winners
The four winners of the Association of Financial Adviser’s prestigious annul adviser awards suite have been announced. (more…)
NSW Adviser Named 2019 AFA Adviser of the Year
Sydney adviser, Simone Du Chesne, is the 2019 AFA Adviser of the Year. (more…)
Why Widows Change Advisers
August 29, 2019
One the eve of the announcement of the 2019 TAL Female Excellence in Advice Award winner at this year’s AFA Conference, we share some of the key thoughts from 2018 winner, Donna Lee Powell. Among other thoughts, Donna sends a potent warning to all advisers about why a significant proportion of widows change advisers following […]
Queensland Adviser Banned
August 27, 2019
ASIC has banned Bundaberg-based financial adviser Peter Goudie from providing financial services for four years. (more…)
AFCA Given Permission to Name Names
A release by ASIC this week notes it has approved changes to the Australian Financial Complaints Authority rules to allow the Authority to name financial firms in its published determinations. (more…)
Lack of Trust Remains an Issue – ASIC
August 26, 2019
Excellent new consumer research released by ASIC this week confirms consumers see value in financial advice but that barriers, including the trust factor, prevent many from embracing it. (more…)
