The Financial Planning Association of Australia (FPA) has announced the shortlist for all six categories of the 2018 FPA Awards ahead of the presentation ceremony at FPA Professionals Congress in Sydney. The FPA Awards recognise the achievements of outstanding financial planners, paraplanners, students and practices, and celebrate the individuals and businesses who go above and […]
continue readingThe Association of Financial Advisers (AFA) and Zurich have announced Hugh Robertson from Centaur Financial Services, QLD is the 2018 AFA Adviser of the Year, and West Australian practice, TWD Australia is the 2018 AFA Practice of the Year. The Awards are presented to extraordinary and visionary advisers and practices, recognising qualities of leadership, innovation, customer focus […]
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16
Oct
2018
Consumers of financial advice benefit financially, emotionally and behaviourally, but it’s almost impossible for the broader community to understand and appreciate these benefits until they experience it themselves first-hand. These are the findings of a new white paper, Great Advice for More Australians, released last week by the Association of Financial Advisers (AFA) at its National […]
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16
Oct
2018
Donna Lee Powell from DLP Life Design has been announced as the winner of the 2018 Association of Financial Advisers (AFA) Female Excellence in Advice Award (the Award) by the AFA and TAL. A joint initiative of the AFA and TAL, the Award recognises and showcases the talents and contributions of women in financial advice […]
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15
Oct
2018
The Board of the Financial Planning Association of Australia (FPA) has announced that Marisa Broome CFP® will take over as Chair from Neil Kendall CFP® when his term concludes on 21 November 2018. Incoming Chair Marisa Broome’s career in financial services spans over 30 years and she has served as an FPA Board member since […]
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15
Oct
2018
Rebecca Pritchard of Wealth Enhancers is the 2018 AFA Rising Star. The AFA Rising Star of the Year Award (the Award), which has been supported by ANZ Wealth since inception in 2005, recognises outstanding advisers with four years or less experience. AFA CEO Phil Kewin said, “Rebecca has a refreshing and energetic approach to providing financial advice. Her […]
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12
Oct
2018
The Association of Financial Advisers (AFA) and Asteron Life (Asteron) have announced Felicity Cooper of Cooper Wealth Management as the winner of the 2018 AFA Excellence in Education Award (the Award). Finalists of the Award were chosen for their commitment to professional development through continuing education and making a difference within the marketplace and their local […]
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12
Oct
2018
The Association of Financial Advisers (AFA) named Dugald Mitchell as the recipient of the Michael Murphy Award (the Award) at the 2018 AFA National Adviser Conference on the Gold Coast. The Award, named in honour of the late Michael Murphy who was its inaugural recipient in 2009, recognises an individual who has provided exceptional service to […]
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12
Oct
2018
The Association of Financial Advisers (AFA) has introduced new categories in its community awards, recognising three levels of exceptional service to the association. The three categories include the existing AFA Appreciation Awards, plus the new AFA Recognition Awards and the AFA Thought Leader Award. AFA Appreciation Awards were extended to: Karen Walmsley, Powe Financial Advice Amanda Cassar, Wealth […]
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12
Oct
2018
ASIC has released a new legislative instrument relating to the professional standards reforms for financial advisers, as announced on 1 August 2018 (refer: 18-225MR). The instrument makes changes to the reporting dates for a number of disclosure obligations in the transition to the new financial adviser professional standards reforms. It also makes minor technical amendments to […]
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11
Oct
2018
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