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FAAA Statement on ASIC Funding Levy

From FAAA - Financial Advice Association Australia

The FAAA is particularly concerned by the significant increase in the ASIC Funding Levy for the 2025/56 financial year, up 27%. This, along with the recently announced CSLR special levy, will have a very significant cost impact on the

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17 Jul 2026

Michelle Veitch CFP® named as FAAA’s incoming chair

From FAAA - Financial Advice Association Australia

Michelle Veitch CFP® has been appointed as chair-elect at the Financial Advice Association Australia (FAAA) and will become chair of the FAAA Board following the 2026 Annual General Meeting in

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16 Jul 2026

FAAA submission on reducing barriers to business dynamism

From FAAA - Financial Advice Association Australia

The Financial Advice Association Australia (FAAA) has lodged a submission to the Productivity Commission’s inquiry into reducing barriers to business dynamism in Australia. In the submission, General Manager Policy, Advocacy

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09 Jul 2026

FAAA announces winner of Gwen Fletcher Memorial Award for semester 1

From FAAA - Financial Advice Association Australia

Ne (Stacy) Guo of Morrows Private Wealth in Melbourne is the winner of the Gwen Fletcher Memorial Award for Semester 1 2026. Guo is an associate adviser at Morrows Private

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02 Jul 2026

FAAA submissions on CSLR and Shield and First Guardian

From FAAA - Financial Advice Association Australia

On Friday 22 May 2026, the FAAA provided the following three submissions to Treasury in response to the Government’s consultation on the CSLR and Shield and First Guardian: Compensation Scheme of Last

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26 May 2026

Access to financial advice critical to navigating Budget

From FAAA - Financial Advice Association Australia

“The breadth of this Federal Budget, and the aims of Treasurer Jim Chalmers, are complex and wide-ranging, and its impact on Australians is likely to be substantial. There is no

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13 May 2026

FAAA introduces new customer ID forms to help advisers navigate AML/CTF reforms

From FAAA - Financial Advice Association Australia

The FAAA has launched updated customer identification forms to help advisers meet the most significant changes to the Anti-Money Laundering/Counter Terrorism Financing (AML/CTF) regime in nearly twenty years. The forms were

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08 May 2026

FAAA submission on the Occupation Standard Classification for the ABS

From FAAA - Financial Advice Association Australia

In its submission to the Australian Bureau of Statistics on updating the standard classification of occupations, the FAAA has made recommendations on the appropriate wording for the three occupations of

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29 Apr 2026

FAAA welcomes consultation on CSLR

From FAAA - Financial Advice Association Australia

The FAAA welcomes yesterday’s release of three consultation papers on consumer protection and the Compensation Scheme of Last Resort (CSLR) by Minister Mulino. Sarah Abood, CEO of the FAAA, says: “Preventing

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09 Apr 2026

FAAA marks three years since merger

From FAAA - Financial Advice Association Australia

In the three years since the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) merged to become the Financial Advice Association Australia (FAAA), the FAAA

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07 Apr 2026

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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 [...]