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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

FAAA surveying members on the impact of CSLR levies

From FAAA - Financial Advice Association Australia

The FAAA is surveying members to gain up-to-date information on the impact of CSLR levies on their practices. “The FAAA has always been supportive of a scheme to compensate the victims of

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27 Mar 2026

FAAA calls for ‘financial advisers’ and ‘paraplanners’ inclusion on Occupation Shortage List

From FAAA - Financial Advice Association Australia

The FAAA is urging Jobs and Skills Australia to include ‘financial advisers’ and ‘paraplanners’ on the 2026 Occupation Shortage List due to the long training gap for new entrants and

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20 Mar 2026

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CPD: Growth holds, risks widen
Economic outlook: Structural forces, cyclical implications Longer-term secular forces are driving the six- to 12-month cyclical outlook. Our June 2026 Secular Outlook, “Rupture and Resilience[1],” explored the fraying of traditional [...]
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CPD: A practical system for building client confidence – Value of Advice (Part 1)
Introduction As the advice profession continues to evolve, so too do client expectations and perceptions of the value of advice. Perhaps nothing sums up this shift as perfectly as this [...]
CPD: When a little knowledge is dangerous – countering the financial ‘guidance’ your clients are getting from AI
Move over, Google The expression “a little knowledge is a dangerous thing” seems particularly appropriate to financial decisions, where the amounts at stake and the inherent complexity make the risk [...]