All Articles tagged with 'financial planner'

You are in Posts tagged 'financial planner'

AFA welcomes enshrining ‘financial adviser’ and ‘financial planner’

From AFA - Association of Financial Advisers

The Association of Financial Advisers (AFA) welcomes the release of legislation into Parliament on enshrining the terms ‘financial adviser’ and ‘financial planner’ in law. “This Bill is about the understanding

continue reading

21 Mar 2013

Securitor launches new tools to strengthen advice businesses

Securitor has launched two new tools to help advisers track key performance indicators, measure success and provide business insights. The tools are two of several initiatives rolled out by Securitor

continue reading

05 Dec 2012

Enshrinement of “financial planner” to provide greater consumer protection

From FPA - Financial Planning Association

The Financial Planning Association (FPA) has welcomed the government’s release of the draft legislation for enshrining the term financial planner/adviser in Australia. The draft legislation, released today, follows extensive consultation

continue reading

29 Nov 2012

AFA Congratulates Minister Shorten on Consumer Protection

From AFA - Association of Financial Advisers

The Association of Financial Advisers (AFA) has congratulated the Minister for Financial Services and Superannuation, Bill Shorten, on taking an important step towards better protecting consumers by putting forward a proposal

continue reading

29 Nov 2012

Will you marry me?

From Tony Vidler - Adviser to the Advisers

I have no idea what the actual statistics would be, but I am willing to wager that the success rate of popping the question “will you marry me?” onto a

continue reading

14 Sep 2012

Advisers and accountants can work together

From Tony Zulli - Accountable Financial Group

Since the announcement in June this year by the Minister for Financial Services and Superannuation, Bill Shorten, of the removal of the Accountant’s Exemption, there has been much discussion about

continue reading

10 Sep 2012

Australians eager to find expert financial guidance

From FPA - Financial Planning Association

The Financial Planning Association’s (FPA) Financial Planning Week has proved to be successful in increasing consumer awareness about the positive difference sound financial advice can make, with thousands of consumers

continue reading

31 Aug 2012

Cash love affair heading for heartbreak

From Australian Unity Investments

Investors’ continuing love affair with cash could be leading them towards heartbreak if they don’t diversify, says David Bryant, head of Australian Unity Investments. “While all available research shows that

continue reading

24 Aug 2012

APRA releases quarterly superannuation statistics for June 2012

From APRA - Australian Prudential Regulation Authority

The Australian Prudential Regulation Authority (APRA) today released its June 2012 Quarterly Superannuation Performance publication. Total estimated assets, which includes the assets of self-managed superannuation funds and the balance of

continue reading

24 Aug 2012

New brochure promotes better consumer awareness of advice as CFP designation takes hold

From FPA - Financial Planning Association

The Financial Planning Association (FPA) has launched a new plain English guide to simplify the complexities that financial planning can entail for Australians seeking financial advice. The brochure is available

continue reading

24 Aug 2012

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 [...]