Monthly Archives: January 2019
TAL Risk Academy to Include FASEA Masterclass
TAL has released details of its 2019 Risk Academy program for advisers, which includes new courses and university partnerships intended to support advisers with FASEA education requirements.
TAL said key additions to its 2019 program...
Senior Industry Appointments
Two well-known industry contributors have been appointed to key board positions:
Andrea Slattery Joins AMP Board
Former SMSF Association head, Andrea Slattery, has been appointed as a Non-Executive Director of AMP Limited.
Slattery is mostly known to...
New AIA Australia Client Competition
AIA Australia has announced it is launching a special offer to eligible clients for the opportunity to win a share of a $44,000 prize pool.
Called the New Year Frenzy Campaign, the competition will extend...
FASEA Poll Results – Trouble at Mill
The outcome of our latest poll suggests the financial advice sector may witness a significant exodus of advisers in the countdown to the implementation of FASEA's education requirements (see: FASEA Finalises Education Pathways...).
As you...
AMP Advice Remediation Update
AMP has announced the provision for an additional $200 million that it will direct towards advice remediation issues.
This announcement was made late last week as part of an update ahead of the full release...
AMP Elevate Closure
AMP has confirmed it is on track to implement a partial closure of its retail life insurance flagship, AMP Elevate, to new ordinary product sales from 31 January 2019.
Following confirmation of the 31 January...
Former Fin Wis Adviser Banned
ASIC has announced it has banned Tasmanian adviser, Matthew Geappen, from providing financial services for a period of five years.
In its release, ASIC stated its concerns "...related to Geappen's practice of advising his clients...
Adviser Banned for Dishonest Conduct
An Adelaide adviser has been permanently banned by ASIC after it found he had engaged in dishonest conduct.
The regulator said it found that authorised representative, Tai Thanh Nguyen, had:
Dishonestly backdated advice documents to...
NEOS Expansion Continues
NEOS Life has continued its expansion into the retail life insurance sector with the establishment of a team to service advisers in Western Australia.
The Perth-based appointments are:
Reon Botha
Reon Botha will lead the NEOS Life...
Latest Poll – Are You Committed?
With the final version of FASEA's Education Pathways now released, we're asking whether you're committed to attaining the education standards that will be required of you to continue as an adviser in future.
By 1...