{"id":2461,"date":"2009-08-05T11:24:04","date_gmt":"2009-08-05T01:24:04","guid":{"rendered":"https:\/\/riskinfo.com.au\/news\/?p=2461"},"modified":"2009-08-05T12:48:23","modified_gmt":"2009-08-05T02:48:23","slug":"afa-call-to-action","status":"publish","type":"post","link":"https:\/\/riskinfo.com.au\/news\/2009\/08\/05\/afa-call-to-action\/","title":{"rendered":"AFA Call to Action"},"content":{"rendered":"

The Association of Financial Advisers<\/a> (AFA) has now completed its July 2009 national tour, sending a call to action to all advisers in the process.<\/p>\n

The roadshow presentations covered a range of topics, addressing\u00a0current issues presently\u00a0impacting advisers and their practices.\u00a0 There\u00a0were also presentations from successful advisers who shared their experiences about what has made their journey a success.<\/p>\n

Key speaker, Christina Kalantzis<\/strong>, – Principal of Alexis Compliance Risk Solutions, shared her concerns regarding a number of regulatory and other issues, not least of which was the implications of the Federal Government’s class order relief to superannuation fund trustees, allowing them to provide limited personal advice to their super fund members.<\/p>\n

a\u00a0common message\u00a0… was\u00a0a call to action to advisers to make their voice heard…<\/h6>\n

But a common message from both Ms Kalantzis and AFA CEO, Richard Klipin<\/strong>, was\u00a0a call to action to advisers, to make their voice heard regarding the limited advice under super issue as well as other key issues impacting advisers and dealer groups, such as adviser remuneration and the definition going forward\u00a0of the term,\u00a0“financial adviser”.<\/p>\n

Mr Klipin urged advisers to act in three ways:<\/p>\n

    \n
  1. Contact their local Federal member of parliament to voice any and all concerns they may have about these key issues<\/li>\n
  2. Make submissions\u00a0to Bernie Ripoll MP<\/strong>, Chairman of the Parliamentary Joint Committee Inquiry into Financial Products and Services<\/li>\n
  3. Share with clients and the broader community all the positive stories\u00a0in which\u00a0financial advisers\u00a0have been involved in helping their clients, across the full spectrum of financial advice and support<\/li>\n<\/ol>\n

    Reflecting Mr Klipin’s stance, Ms Kalantzis said “…this is the year to be active.”<\/p>\n

    Both the AFA and the FPA have made submissions to the Parliamentary Joint Committee Inquiry into Financial Products and Services; their recommendations covering all the key issues such as:<\/p>\n