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Everything from FAAA - Financial Advice Association Australia

FAAA Congress 2024 to “Power Up” performance and innovation

From FAAA - Financial Advice Association Australia

The second annual Financial Advice Association Australia (FAAA) Congress will provide financial advisers with valuable insights and tools to succeed in an evolving industry, as well as valuable networking opportunities.

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17 Jul 2024

Final numbers are now available for Dixon Advisory AFCA complaints

From FAAA - Financial Advice Association Australia

The FAAA has welcomed the long awaited cessation of Dixon Advisory’s (Dixons) AFCA membership, which ceased on 30 June 2024 after strong advocacy from the FAAA. This means there is

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12 Jul 2024

FAAA statement on ASIC levy

From FAAA - Financial Advice Association Australia

“ASIC has released its Cost Recovery Implementation Statement (CRIS), which estimates the costs that ASIC intends to recover against various industry sub-sectors for the 2023/24 financial year. At first glance

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10 Jul 2024

FAAA statement on DBFO Bill

From FAAA - Financial Advice Association Australia

“We welcome the government’s decision to further amend S99FA of the SIS Act as part of its Tranche 1 DBFO Bill. “The FAAA, along with many other organisations, has been

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05 Jul 2024

FAAA Awards open for nominations

From FAAA - Financial Advice Association Australia

Nominations are now open for the 2024 FAAA Awards, and members are encouraged to apply for an award themselves or to nominate fellow members who they believe deliver the highest standards

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04 Jul 2024

FAAA makes key recommendations to reduce the impact of financial abuse

From FAAA - Financial Advice Association Australia

The financial advice profession lacks consistent protocols for handling suspected financial abuse, and there are significant barriers to effective collaboration due to privacy laws and insufficient whistleblower protections, according to

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25 Jun 2024

FAAA names winner of Gwen Fletcher Memorial Award

From FAAA - Financial Advice Association Australia

The Financial Advice Association Australia (FAAA) has announced Nathan Purnell of SWA Financial Planning as the recipient of the Gwen Fletcher Memorial Award for the first semester of 2024. Named after the late

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31 May 2024

FAAA welcomes AFCA decision to end Dixon Advisory membership

From FAAA - Financial Advice Association Australia

The Financial Advice Association Australia (FAAA) welcomes the decision by the board of directors of the Australian Financial Complaints Authority (AFCA) to propose ending the membership of Dixon Advisory (Dixons),

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30 May 2024

This year’s Budget is more about what isn’t included, not what is: FAAA

From FAAA - Financial Advice Association Australia

Calls by the FAAA to fix the problems with the CSLR, ASIC funding levy, the financial advice exam cost and ATO portal access have been ignored in this year’s Federal

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16 May 2024

FAAA calls for fairer CSLR scheme ahead of Federal Budget

From FAAA - Financial Advice Association Australia

Ahead of the 2024 Federal Budget, the Financial Advice Association of Australia (FAAA) has called on the Federal Government to better manage costs across the Compensation Scheme of Last Resort

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14 May 2024

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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 [...]
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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 [...]
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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 [...]