FSC Supports Making Insurance Claims Handling a Financial Service

The Financial Services Council has gone on record in support of Recommendation 4.8 of the Banking Royal Commission which makes insurance claims handling a financial service. (more…)

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0 · January 20, 2020 in Compliance & Regulation  

Bushfire Victims to be Treated as Vulnerable Customers – FSC

Life insurers will treat people making a claim related to the bushfires as vulnerable customers who need additional support, under the FSC Life Insurance Code of Practice, the Financial Services Council has announced. (more…)

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0 · January 17, 2020 in General  
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Making Compliance Work For You: The Elements of Valuable Life Insurance – Part 3

In this article, the final in a three-part series, BT’s Crissy De Manuele continues to break down the elements of what constitutes valuable life insurance advice, turning her focus on research comparisons and underwriting pre-assessments… (more…)

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0 · January 17, 2020 in AdviserFocus, Claims, Compliance & Regulation, Underwriting  

Bushfires – Life Insurers Pledge Wide-Ranging Support and Waivers

Life insurers are pledging to help bushfire victims and volunteer workers through a range of different initiatives and support services. (more…)

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0 · January 16, 2020 in General  

AFA Announces Bushfire Crisis Pro Bono Financial Advice Programme

The AFA has announced that it is working with the Financial Planning Association, in a coordinated and collaborative industry response, to establish a Pro Bono Financial Advice programme where members of each association can volunteer their time to help Australians impacted by the bushfires to rebuild financially. (more…)

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0 · January 16, 2020 in Associations  
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Another Tough Year for Risk Advisers

Risk focussed advisers are facing yet another challenging twelve months, according the results of our latest poll. (more…)

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5 · January 14, 2020 in Compliance & Regulation, Polls, Remuneration  

FASEA Update – Remote Access and Exam Dates

Eligible advisers will now have remote access to the FASEA Financial Adviser Exam following the launch of FASEA’s remote proctoring solution. (more…)

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0 · January 13, 2020 in Education, Training  

Bushfires – FPA to Launch Pro Bono Support Programme

The Financial Planning Association of Australia is in the process of establishing a pro bono programme where members can volunteer their time to help Australians impacted by the bushfires rebuild financially. (more…)

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0 · January 10, 2020 in General  

Australian Bushfires – Finding Lost Life Insurance Policies

The Financial Services Council has launched a new service for Australians and their loved ones to use if life insurance policy details have been lost or destroyed as a result of the devastating bushfires. (more…)

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0 · January 10, 2020 in General  

ASIC Bans NSW Adviser

ASIC has announced it has banned Northern NSW adviser, David O’Brien, from providing financial services for four years following a surveillance by the regulator. (more…)

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0 · January 9, 2020 in Compliance & Regulation