- TAL Expands Health Sense Program
- New Client Education Tools on Offer
- ASIC Charges Banned Adviser With Fraud
TAL Expands Health Sense Program
TAL has expanded its Health Sense: Fit for Life program which will now include access to recipes and other expert healthy lifestyle information for use with clients or for their own use.
As part of this move, TAL has partnered with Teresa Cutter who is a chef, nutritionist, author and fitness trainer and the founder of The Healthy Chef to provide content for the program and to its users.
TAL General Manager, Retail Distribution Niall McConville said the new partnership with Cutter would help give advisers valuable information as part of the holistic TAL wellness approach.
“TAL Health Sense: Fit for Life is about being sensible and simple. We have had great results with advisers with the Health Sense proposition and this is another simple way advisers can engage and learn more about nutrition for themselves and their clients,” McConville said.
The new content adds to that of Executive Performance Coach Paul Taylor who partnered with TAL earlier this year on how best to take advantage of the health conversations with clients.
New Client Education Tools on Offer
Financial Services business consultant and marketing expert Jenny Pearse has launched a series of customisable educational videos and resources for use by financial advisers.
The videos will be available through a new online platform – FinFlix – under a subscription based model which will supply topical content that can include an adviser’s specific branding into the videos, including logos, colour schemes and disclaimers.
Pearse created the videos through her business Jenesis Consulting, and in conjunction with Shakira Moss of Doodler and said each video was designed with the end user in mind and featured animation and engaging content to educate viewers without losing their interest.
Clients of an advisers would not be able to tell the video did not come directly from the adviser due to the customisation provided by FinFlix with Pearse stating, “It was important to build a platform that allowed a seamless transition to an adviser’s brand. The clients need to feel like they are never leaving their adviser’s website to access these videos and tools.”
ASIC Charges Banned Adviser With Fraud
A former financial adviser who worked for two failed financial advice licensees has been charged on 19 counts of fraud, adding to an enforceable undertaking which has permanently removed him from providing financial services.
The charges were brought by the Australian Securities and Investments Commission (ASIC) against Gabriel Nakhl, of Illawong, NSW who appeared in the Local Court of New South Wales 27 September.
ASIC alleges that Nakhl knowingly engaged in dishonest conduct in relation to twelve investors by:
- misleading them about the investments he would make on their behalf and on behalf of their self-managed superannuation funds, including how he would invest their money and the risks and returns of the investments he recommended;
- using money provided to him by investors, including money from investors’ self-managed superannuation funds, for purposes other than those he said he would use it for;
- telling investors that their investments were performing well when this was not the case; and
- attempting to cover-up and conceal his wrongdoing.
According to ASIC, the alleged conduct occurred between March 2009 and March 2011 while Nakhl was an authorised representative of Australian Financial Services Limited (in liquidation) and from about March 2011 to about September 2013 while he was the sole director of SydFA Pty Ltd (in liquidation).
Nakhl was charged following an ASIC investigation and did not enter a plea but asked for an adjournment to obtain legal advice with the case to return to Court later this month. He is subject to an enforceable undertaking, starting in November 2013, that permanently restricts him from providing financial services and restricts him from managing a corporation for 15 years.
