AFA: An advocate for consumers

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The new look Board of the Association of Financial Advisers (AFA), today confirmed the association remains fully focused on helping its members to address the very serious problems currently facing their clients including inadequate levels of retirement savings and chronic levels of underinsurance. Incoming AFA National President and former AFA GenXt leader, Brad Fox, said

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IOOF Licensees Join AFA

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The Association of Financial Advisers (AFA) today confirmed that four licensees, operating as part of Australian Wealth Management, a wholly owned subsidiary of IOOF, have joined as members of the AFA. AFA CEO Richard Klipin said the AFA is delighted to welcome Bridges Financial Services, Wealth Managers, Executive Wealth Management Financial Services and SMF Wealth

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Shorten shows he’s listening

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Bill Shorten, Assistant Treasurer and Minister for Financial Services and Superannuation has already demonstrated that he is a true advocate of the financial services industry, focused on ensuring that the interests of ordinary working Australians are best served. CEO of the Association of Financial Advisers, Richard Klipin said two of Mr Shorten’s first announcements –

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Katherine Hunt is AFA’s Student of the Year

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Katherine Hunt from Aspire Financial Planning on the Gold Coast has taken out the Association of Financial Advisers (AFA)’s 2010 Student of the Year Award (the Award). Outgoing AFA National President, Dr Jim Taggart, OAM said the Award recognises the outstanding performance and achievements of financial advice students. “Commitment to education and lifelong learning are

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A new generation of leadership on the AFA board

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The Association of Financial Advisers (AFA) has announced an almost entirely new Board of Directors, including Brad Fox, current GenXt Chair, who has been elected National President unopposed. The new generation of directors includes other GenXt leaders, Adam Smith from Western Australia who takes up the post of National Deputy President and Michael Nowak from

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Salvia takes out AFA’s top award

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Steve Salvia, from Southern Financial Strategies in Western Australia, has taken out the 2010 AFA Adviser of the Year Award (the Award), proudly sponsored for the eighth consecutive year by Zurich Financial Services Australia (Zurich). The announcement was made at the AFA’s Gala Awards Dinner on 26 October, which marked the close of the AFA’s

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AFA launches Female Adviser of the Year Award

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Kerry Chikarovski appointed Patron The Association of Financial Advisers (AFA) today announced a new award – the AFA Female Adviser of the Year (the Award) – designed to champion excellence in female financial advisers. Speaking at the AFA’s National Conference on the Gold Coast this morning, AFA CEO Richard Klipin said the AFA is introducing

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Rally Call: AFA calls for adviser support ad campaign “Make A Plan”

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Multi-media campaign designed to win the hearts and minds of consumers The Association of Financial Advisers (AFA) has issued a rally call to members to support ‘Make a Plan’ – a multi-media advertising, public relations and online campaign designed to win the hearts and minds of consumers. Speaking to delegates at the AFA’s National Conference

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Andrew Shakespeare named AFA’s Rising Star

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Andrew Shakespeare of JSA Financial Planning Group (NSW) has been named this year’s Association of Financial Advisers (AFA) Rising Star. The AFA Rising Star of the Year Award (the Award), which is proudly supported by OnePath (formerly ING Australia), was established in 2005 and recognises the best new adviser talent emerging in Australia who has

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Research highlights need for advisers to prepare for battle

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National President of the Association of Financial Advisers (AFA) Dr Jim Taggart, OAM says recent research published by Roy Morgan Research around the low level of consumer trust in advisers means advisers must prepare for battle. “Trust is fundamental to the advice relationship,” Dr Taggart said. “We know from our own Back to Basics consumer

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