AFA Rising Star winner announced

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Mark Rattigan, Merideon Wealth Strategies, WA has been named this year’s Association of Financial Advisers (AFA) Rising Star. The AFA Rising Star of the Year Award (the Award), sponsored by OnePath, recognises up-and-coming advisers who provide quality, holistic advice; who demonstrate a commitment to education and who make a valuable contribution to their industry and

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AFA launches new brand

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The AFA is delighted to be celebrating 65 years of servicing the financial advisory profession and to announce the launch of their new brand. Whilst the AFA’s core identity remains the same – an Association ‘by adviser for adviser’, the new visual identity and positioning is contemporary and represents the  Association’s values. AFA CEO, Richard

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Female Excellence in Advice Award – finalists announced

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The Association of Financial Advisers (AFA) today announced the finalists of its inaugural Female Excellence in Advice Award (the Award), a joint initiative between the Association of Financial Advisers (AFA), TOWER Australia and Macquarie Graduate School of Management. The Award has been established to: identify outstanding female advisers in leadership roles celebrate the high level

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AFA: Government’s FoFA legislation decimates small business advisers

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The Future of Financial Advice Bill (the FoFA Bill) introduced into Parliament last week by the Minister for Financial Services and Superannuation, Bill Shorten, will, according to Rice Warner Research cited in the Explanatory Memorandum (EM), almost halve the number of advisers operating in the industry by 2024, cut adviser revenue by $2.5 billion and change the

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AFA: Key pieces of FoFA puzzle still missing

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The second tranche of the Future of Financial Advice (FoFA) reforms released yesterday contain significant reforms that, together with the first tranche and StrongerSuper reforms, will change the landscape for the provision of financial advice. However signficant pieces of the puzzle are still missing according to the AFA. AFA President Brad Fox says while the

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AFA Rising Star finalists announced

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The six finalists for the 2011 AFA Rising Star of the Year Award represent the most talented new financial advisers in the industry. The AFA Rising Star of the Year Award (The Award) sponsored by OnePath, recognises up-and-coming advisers who provide quality, holistic advice; who demonstrate a commitment to education and who make a valuable

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Will FoFA sound the death knell for independent advice?

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The uncertainty created by the draft Future of Financial Advice (FoFA) reforms will continue to shake out the market as businesses jockey for market position, according to the Association of Financial Advisers (AFA). The casualty of the uncertainty, says AFA CEO Richard Klipin, is a robust, healthy and vibrant independent sector, as demonstrated by the

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AFA: FoFA fails consumers

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The Government’s first tranche of draft legislation of the Future of Financial Advice (FoFA) reforms, released for public consultation this morning, fails Australian consumers and is clearly biased towards some segments of the industry at the expense of others, according to the Association of Financial Advisers (AFA). AFA CEO, Richard Klipin said the FoFA draft

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AFA leads the way for women in advice

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Over 200 financial advisers and industry professionals across Australia attended the Association of Financial Advisers (AFA) Women in Leadership Masterclasses at the AFA National Roadshow. The Masterclasses, were led by the AFA’s political strategist, Kerry Chikarovski, using materials that had been developed in response to the overwhelming feedback received during the nomination process for the

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Former AFA President elected to APFINSA Board

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Former Association of Financial Advisers (AFA) President Dr James Taggart, OAM has been elected to the Board of the Asia Pacific Financial Services Association (APFinSA) representing Australia. Dr Taggart said he is honoured to have been nominated and accepted to the Board, which represents the interests of advisers right across the Asia Pacific region, including

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