Royal Commission failed to understand value of advice

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The Association of Financial Advisers (AFA) has prepared a further paper in response to the Banking Royal Commission Final Report, calling out its failure to acknowledge the value of financial advice. In the paper, AFA General Manager, Policy and Professionalism, Phil Anderson says all advisers should be concerned about the way financial advice has been described and treated in

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AFA Life Company of the Year Awards – and the winners are…

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TAL Life has taken out the title of AFA Life Company of the Year for the second consecutive year. TAL Life was named overall Platinum Winner of the AFA Life Company of the Year Awards (the Awards) for 2018 at an event in Sydney tonight. AIA Australia, OnePath Life and Zurich Financial Services Australia were

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ALP ban on grandfathered commissions another win for big end of town

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The Association of Financial Advisers (AFA) strongly objects to the Australian Labor Party (ALP)’s plan to ban grandfathered commissions on investment and superannuation products by the end of 2019, arguing that it will hand yet another victory to the big end of town at the expense of small financial advice businesses and their clients. AFA

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AFA responds to Royal Commission recommendations

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The Association of Financial Advisers (AFA) recognises the importance of the Royal Commission process and the primary focus upon the delivery of improved consumer outcomes, however objects to a number of the key recommendations relating to financial advice. AFA Chief Executive Officer, Philip Kewin, said that while restoring trust has been an overriding theme for

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AFA and Beddoes Institute announce winners of 2018 Consumer Choice Awards

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OnePath is the overall winner of The Association of Financial Advisers (AFA) and the Beddoes Institute 2018 Consumer Choice Award. ClearView was runner-up for the overall Consumer Choice Award. WInners of the Consumer Choice Awards (the Awards) are based on findings from the 2018 Beddoes Institute Policyholder Perceptions Study and Claims Customer Journey Study and reveal the

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Customers identify superior life insurance companies

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The Association of Financial Advisers (AFA) and the Beddoes Institute will reveal the life insurance companies that delivered superior product, service and claims experiences over the past year, according to life insurance customers themselves at the annual Consumer Choice Awards (the Awards) this week. The Awards are based on the findings of the 2018 Beddoes

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AFA and Zurich announce 2018 AFA Adviser of the Year and 2018 AFA Practice of the Year

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The 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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AFA launches white paper: Great Advice for more Australians 

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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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AFA and TAL announce winner of 2018 AFA Female Excellence in Advice Award

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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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AFA and ANZ Wealth announce  2018 AFA Rising Star

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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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