All Articles tagged with 'Phil Anderson'

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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

CSLR “special” levy a further blow to accessible, affordable financial advice

From FAAA

The announcement of another sizeable CSLR cost of $190 million in 2026/27, and the prospect of sizeable special levies for the foreseeable future, is an unsustainable burden for financial advice

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03 Jul 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 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 roadshow heads to six Australian cities in 2026

From FAAA - Financial Advice Association Australia

Early bird tickets to the Financial Advice Association Australia’s (FAAA) 2026 roadshow are now available. The roadshows will take place across Australia, visiting six cities during April and May. FAAA CEO Sarah Abood, general manager of

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05 Mar 2026

The FAAA welcomes ASIC’s review of advice licensees who use lead generation services

From FAAA - Financial Advice Association Australia

The FAAA welcomes ASIC’s review of advice licensees who use lead generation services that inappropriately or unnecessarily encourage consumers to switch superannuation. Phil Anderson, general manager, policy, advocacy and standard

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19 Feb 2026

FAAA submission: Genetic Testing Protections in Life Insurance

From FAAA - Financial Advice Association Australia

In its submission on Genetic Testing Protections in Life Insurance, the FAAA says it supports the Government taking action to provide Australians with greater confidence to undertake genetic testing. However

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28 Jan 2026

FAAA calls for advisers to check records to ensure they are eligible to provide financial advice into 2026

From FAAA - Financial Advice Association Australia

Ahead of the 1 January 2026 education/ experience pathway deadline for advisers, the number of advisers for whom the ASIC records indicate are yet to meet the criteria for continuing

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08 Dec 2025

Next generation talent from RMIT, Deakin and TAFE NSW shine in Entireti University Challenge

Over 160 financial planning students from tertiary education institutions around Australia have participated in the 15th Entireti University Challenge, with RMIT University student, Adele Wraith, winning the prestigious competition and

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10 Nov 2025

ACS Aged Care Adviser of the Year awards nominations now open

From Aged Care Steps

In news much-awaited by the financial adviser community of Australia, the 2025 Aged Care Steps Aged Care Adviser of the Year Awards have been officially launched, celebrating a fourth year

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26 Aug 2025

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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 [...]
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 [...]