2019 AFA Conference Wrap – Unity and Unintended Consequences

The 2019 AFA Conference demonstrated a new-found momentum for unity across the advice and financial services sector. (more…)

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3 · September 2, 2019 in Associations, Conferences and Events  

MetLife Calls for Greater Industry Collaboration

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…)

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· August 30, 2019 in Company News, General  

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…)

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0 · August 30, 2019 in Company News  

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…)

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8 · August 30, 2019 in Compliance & Regulation  

2019 AFA Adviser Award Winners

The four winners of the Association of Financial Adviser’s prestigious annul adviser awards suite have been announced. (more…)

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0 · August 30, 2019 in Associations, Conferences and Events, General  

NSW Adviser Named 2019 AFA Adviser of the Year

Sydney adviser, Simone Du Chesne, is the 2019 AFA Adviser of the Year. (more…)

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2 · August 30, 2019 in Conferences and Events, General  
Female legs with 2 arrows and question mark, painted on the asphalt.

Why Widows Change Advisers

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 […]

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· August 29, 2019 in AdviserFocus  

Queensland Adviser Banned

ASIC has banned Bundaberg-based financial adviser Peter Goudie from providing financial services for four years. (more…)

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0 · August 27, 2019 in Compliance & Regulation  

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…)

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4 · August 27, 2019 in Compliance & Regulation  

Lack of Trust Remains an Issue – ASIC

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…)

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7 · August 26, 2019 in Compliance & Regulation, General