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Everything from Affinia Financial Advisers

Affinia launches new dealer service to empower independent AFSLs

From Affinia Financial Advisers

National dealer group, Affinia, has announced the launch of ‘Affinia Access’, a new support service designed to enable Australian financial services licensees (AFSLs) to trade under their own license and

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03 Aug 2018

Affinia awards winners announced

From Affinia Financial Advisers

National dealer group Affinia Financial Advisers recently presented its 2015 Adviser Awards. Affinia General Manager Craig Parker said the awards were a reflection of the talent within the Affinia network

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04 Sep 2015

New tool to deliver strategic life insurance advice

From Affinia Financial Advisers

National risk-focused dealer group Affinia Financial Advisers has developed a new tool to help advisers deliver strategic life insurance advice that meets the highest standards of ‘best interests’. The Strategic

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20 Mar 2015

New videos to deepen client engagement and understanding

From Affinia Financial Advisers

National dealer group Affinia Financial Advisers has developed two client-facing videos to assist advisers to better engage with their clients and promote their value as a risk professional. The first

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03 Feb 2015

Claims data and stories made personal

From Affinia Financial Advisers

A new online tool helping advisers engage with clients National dealer group Affinia Financial Advisers has developed a new online tool that enables advisers to quickly and easily create their

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05 Dec 2014

Affinia business consultant team completed

From Affinia Financial Advisers

Consultants replace old Practice Development Management role National dealer group Affinia Financial Advisers has recruited two additional Business Consultants to complete its new consultancy team. Nadia Docker joins Affinia as

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23 Jun 2014

Claims keep advisers busy – but are they doing enough to help customers?

From Affinia Financial Advisers

Widespread increases in the number of claims across the life insurance sector are having a significant impact on financial advisers across Australia, according to national advisory dealer group Affinia Financial

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14 Mar 2014

Tomorrow’s advice model, today

From Affinia Financial Advisers

Advisers building tomorrow’s customer centric advice businesses Financial advisers are rapidly evolving and the industry is starting to see a new breed of professionals – tackling the challenges of an

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27 Feb 2014

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]