Article list

Everything from FAAA - Financial Advice Association Australia

FAAA announces winner of Gwen Fletcher Memorial Award for summer semester

From FAAA - Financial Advice Association Australia

Marc Whitworth of Macquarie Bank has been awarded the Gwen Fletcher Memorial Award for the summer semester by the FAAA. Mr Whitworth is a private banker at Macquarie Bank based in

continue reading

25 Feb 2025

FAAA calls for member “Advice Ambassadors” to build closer relationships with federal politicians ahead of election

From FAAA - Financial Advice Association Australia

Ahead of the federal election, the Financial Advice Association Australia (FAAA) has launched a new initiative to encourage members to build closer relationships with federal parliamentarians and advocate on behalf

continue reading

24 Feb 2025

CSLR Actuaries Report reveals much more pain to come

From FAAA - Financial Advice Association Australia

When the CSLR operator released the CSLR Levy Estimate for the 2025/26 year on 31 January 2025, the shocking number was the $70m cost to the financial advice profession in

continue reading

20 Feb 2025

FAAA submission on National Plan to end abuse and mistreatment of older people

From FAAA - Financial Advice Association Australia

The FAAA has made a submission to the Attorney General’s Department on the National Plan to End the Abuse and Mistreatment of Older People. It says the financial services industry

continue reading

19 Feb 2025

Early bird pricing closing soon for FAAA roadshows

From FAAA - Financial Advice Association Australia

Sessions include updates on key advocacy and election-cycle issues Early bird tickets to the Financial Advice Association Australia’s (FAAA) 2025 roadshow series will close on Friday 14 February. The roadshows will

continue reading

13 Feb 2025

Delay to Dixon Advisory inquiry frustrating

From FAAA - Financial Advice Association Australia

News from the Senate The Senate Program for this week, included the debate on the Better Targeted Super Concession Bill, which would see the introduction of an additional tax of

continue reading

07 Feb 2025

Career changers to play key role in the next generation of financial advisers

From FAAA - Financial Advice Association Australia

The Financial Advice Association of Australia (FAAA) has renewed efforts to attract professionals from diverse industries to consider careers in financial advice. The push is part of the FAAA’s recently-launched

continue reading

05 Feb 2025

CSLR/Dixon Advisory inquiry on almighty go-slow

From FAAA - Financial Advice Association Australia

Last week saw revelations of a blow-out in the estimated costs for the Compensation Scheme of Last Resort (CSLR) for the 25/26 financial year, and the announcement of a Treasury

continue reading

04 Feb 2025

FAAA Statement on the initial estimate for 2025/26 CSLR costs

From FAAA - Financial Advice Association Australia

Last week, the CSLR has announced the actuarial estimates for the CSLR levy that will apply to the 2025/26 financial year. Sarah Abood, CEO of the FAAA, says: “We are shocked

continue reading

03 Feb 2025

CSLR – Poor design and implementation by Government

From FAAA - Financial Advice Association Australia

The FAAA has been outspoken in our criticism of the CSLR. In our submission to the Senate Economics Committee inquiry into Wealth Management Companies we have highlighted serious concerned about

continue reading

24 Jan 2025

FIRST 1...3 4 5 678 9 10 11...15 LAST

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 [...]