Roundtable part 1: Financial literacy featuring the AFA Practice of the Year and Adviser of the Year finalists

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On the eve of the Finalist showcase, AdviserVoice gathered together all of the finalists for the AFA Adviser of the Year and Practice of the Year Awards along with awards partner Zurich for a round table discussion to share ideas and canvass industry issues. Here in the first of a three part series, we look

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Financial literacy in schools: teach the children well

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Financial planner, Christine Hornery, CFP, director of FMS Group and Association of Financial Advisers (AFA) 2012 Female Excellence in Advice Award winner, has welcomed comments made by Australian Securities and Investments Commission (ASIC) Chairman, Greg Medcraft last week that financial literacy for children is a top priority. Commenting on a speech[1] made by Mr Medcraft

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Advice group in fight to boost financial literacy



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A leading financial planning firm has joined the Australian government in the fight to boost the financial literacy of Australians, as the Australian Securities and Investments Commission prepares to release the government’s National Financial Literacy Strategy for 2014-17. Sydney-based financial planning firm Caboodle Financial Services has developed a range of educational tools which will be

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FSC announces partnership alliance with First Nations Foundation

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The Financial Services Council (FSC) has announced a long-term partnership alliance with First Nations Foundation (FNF) to help improve the financial literacy of Indigenous Australians. Financial literacy is a key contributor to social exclusion of Indigenous Australians who are significantly more disadvantaged than other Australians. This was highlighted in a report by the Centre for

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Survey findings support need for financial literacy in schools

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RaboDirect, the leading online savings and investment bank, announces its support of the government’s Moneysmart Teaching Primary Package, launching today in Adelaide. A recent national survey conducted by RaboDirect revealed just how real the need is for financial literacy to be taught in schools, with Gen X and Baby Boomers outed as the generations currently

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AvSuper sets new member service and engagement standards with end to end financial technology

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Member centric online calculator raises the bar for super industry Boutique super fund AvSuper has unveiled a sophisticated online calculator that sets new standards in member service and engagement via an intuitive and richly functional online tool. In the first three days of release, more than 10% of the Fund’s members had immediately logged on

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Back to black: survey supports move to teach financial literacy in schools

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With financial literacy being added to the national school curriculum this year, RaboDirect’s nationwide survey of more than 2,000 people, confirms Australians have been heard when it comes to the need for early financial education.  According to the RaboDirect National Savings and Debt Barometer, 73% of Australians agree teaching financial planning in schools is a

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