News in Brief

  • FPA Begins Referral Pilot Program with ING Direct
  • AFA Annual Conference Heads to ACT
  •  TAL Offers Meeting Rooms to Advisers

FPA Begins Referral Pilot Program with ING Direct

The Financial Planning Association (FPA) will conduct a nine month long national advice referral pilot program with superannuation customers of online banking group ING Direct.

The program will be available to ING DIRECT Living Super customers who are seeking advice which will be supplied by Certified Financial Planners (CFP) from within an FPA Professional Practice.

The referral program will be modelled on that developed for industry super fund, Cbus,which started as a trial and has since moved to a permanent arrangement.

FPA CEO, Mark Rantall
FPA CEO, Mark Rantall

FPA, chief executive, Mark Rantall said the program would help the FPA open more pathways to connect people to financial advice

“I am very happy that we have been able to reach this agreement with ING DIRECT as it strengthens our ties with the superannuation sector and brings us one step closer to achieving the FPA’s vision that through our members, we stand with Australians for a better financial future,” Rantall said.

ING Direct Living Super will not have to pay any costs for the first FPA adviser consultation and only a limited number of places for FPA Professional Practices will be available in the pilot stage with participation based on geographic requirements.


AFA Annual Conference Heads to ACT

The Association of Financial Advisers (AFA) will hold its 2016 National Adviser Conference in Canberra during the first week of October.

Registrations for the conference, which will be held at the National Convention Centre, are already open with AFA Conference Co-Chair Jenny Brown stating Canberra was easily accessible from most states

“Canberra is the heart of Australian politics – the future of Australia is decided there and it’s where the decision makers come together,” she said. “So it makes sense to take the AFA Conference there to plan the future of advice.”


TAL Offers Meeting Rooms to Advisers

TAL will offer financial advisers access to meeting rooms in five capital cities for client meetings as part of its efforts to assist advisers.

TAL's GM Distribution, Niall McConville
TAL’s GM Distribution, Niall McConville

TAL General Manager, Retail Distribution Niall McConville said the idea – dubbed the TAL Risk Office Hub – was an adviser driven idea and would provide access to rooms equipped with conference phones, web-ex cameras and LCD screen facilities.

“A positive first impression goes a long way to building a trusting relationship between an adviser and their client and we can help by providing our professional offices around the country to help them create that positive impression.”

Advisers will be able to access meeting rooms in offices in Sydney, Melbourne, Brisbane, Adelaide and Perth when booked seven days in advance through TAL’s website.