Government Must Act on Four Issues – FAAA
The FAAA says Financial Services Minister, Daniel Mulino's, National Press Club address on August 19 must put Australians’ access to affordable, trustworthy financial advice at the centre of the Government’s reform agenda, including implementing...
General Advice Appointment
In a move reflecting continued growth in the general advice sector, Consilium Advice Australia (Consilium) has recently appointed Peter Petrovski to a newly created position of General Advice Training Officer.
Positioned by Consilium (part of...
Partial Rollovers: The Hidden Tax Trap For Clients Funding External Insurance Premiums
Experienced risk specialist industry expert, Peter Stathis (The Life Insurance Guy), alerts advisers to what he says is an often-overlooked strategy that can eliminate an un-necessary taxation charge for their clients...
Each year I receive...
What Drives Your Product Selection?
Our report this week on NEOS enhancing the underwriting capability of its growing life insurance product and underwriting platform has prompted our latest poll question (see: NEOS Enhances Underwriting Platform).
As insurers, advice practices and...
MDRT Adviser Appointments
The Australian arm of the global MDRT organisation has confirmed its Victorian and NSW State Chairs for the next two years.
Melbourne adviser, Zac Drysdale, is stepping into the Victorian State Chair's role, replacing previous...
NEOS Enhances Underwriting Platform
Our report on NEOS enhancing its platform to include the ability for clients to complete underwriting questions online saw strong reader interest this week...
NEOS has released enhancements to its product platform to include...
Zurich Australia Supports Breast Cancer Awareness
Zurich Financial Services Australia has announced that for the third year in a row it replaced its logo on the front of Melbourne Football Club AFL run out t-shirts with the names of individuals...
Entireti Alliances Passes 500 Adviser Milestone
Licensee services provider, Entireti Alliances, has recorded growth of over 50 financial advisers in its first year taking total adviser numbers to 502.
The company was established in August 2025 through Entireti’s acquisition and merger...
Majority Okay With Outsourcing Disputed Claims
The results of our latest poll suggest the majority of the adviser community is reasonably comfortable with the prospect of outsourcing disputed insurance claims to external specialists.
As we go to print, almost two thirds...
Applications Open for 2027 Risk Practice of the Year Award
PPS Mutual has opened applications for its second annual Risk Practice of the Year Award, with the 2027 award expanded to allow nominations from across the wider advice industry.
In addition to advisers, clients can...