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Everything from AMAFA - Australian Mortgage and Financial Advisers

AMAFA announces 2026 Excellence Award winners

From AMAFA - Australian Mortgage and Financial Advisers

AMAFA has announced the winners of the 2026 AMAFA Excellence Awards (the Awards) at a gala event concluding the AMAFA National Conference The Next Chapter in Hobart. The Awards recognise

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21 Jul 2026

The future belongs to advisers who consistently create the greatest value

From AMAFA - Australian Mortgage and Financial Advisers

The next generation of financial advisers will be defined by professionalism, leadership and trust, according to AMAFA Managing Director Keith Marshall. Addressing delegates at AMAFA’s national conference in Hobart, Mr

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17 Jul 2026

AMAFA enhances investment capability through Human Financial partnership

From AMAFA - Australian Mortgage and Financial Advisers

AMAFA has formed a strategic investment capability partnership with Human Financial Management Limited (Human Financial) to enhance portfolio construction support, investment governance and adviser resources across the AMAFA network. The

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05 Jun 2026

AMAFA recruits more advisers

From AMAFA - Australian Mortgage and Financial Advisers

AMAFA has appointed six financial advisers to its national network so far this year, across Queensland, New South Wales and Victoria.AMAFA National Operations Manager, Mario Finocchiaro, said the group is

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30 Apr 2026

AMAFA introduces MainstayAI

From AMAFA - Australian Mortgage and Financial Advisers

Boutique licensee AMAFA has introduced MainstayAI, an AI-enabled advice review tool, designed to help its advisers quickly review their documentation and identify potential gaps. Advisers can upload key documents, including

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24 Mar 2026

AMAFA launches Succession Reality Check

From AMAFA - Australian Mortgage and Financial Advisers

AMAFA has launched the AMAFA Succession Reality Check, a simple business continuity and succession planning self-assessment tool designed to help financial advisers review the resilience and long-term sustainability of their

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20 Feb 2026

Run-off cover or exit fee?

From AMAFA - Australian Mortgage and Financial Advisers

Licensees who dress exit fees up as professional indemnity (PI) run-off cover fail the transparency test and undermine adviser trust, according to AMAFA managing director Keith Marshall. “When licensees label

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18 Nov 2025

AMAFA strengthens southern presence under Trapnell

From AMAFA - Australian Mortgage and Financial Advisers

Boutique licensee Australian Mortgage and Financial Advisers (AMAFA) is hosted its first Melbourne-based Peer Group Session last week, bringing its Victorian advisers together face-to-face for collaboration, education and professional exchange.

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20 Oct 2025

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 [...]