AFA 2019 Rising Star finalists announced 

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The Association of Financial Advisers (AFA) and OnePath have announced the six final contenders for the AFA’s 2019 Rising Star Award (the Award). Now in its 15th year, the Award recognises extraordinary emerging talent in financial advice and has proved to be a springboard for a successful career in the advice industry. The 2019 AFA […]

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AFA and FPA team up to form Life Insurance Task Force

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The Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) have teamed up to form a Life Insurance Task Force, two years out from ASIC’s review of the Life Insurance Framework (LIF). AFA CEO, Philip Kewin, said the task force has been set up in order to have a combined association approach to the future […]

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New research shows advisers have welcomed Best Interests duty

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Research released by HUB24 Limited (ASX:HUB) and conducted with over 300 advisers has shown the Best Interests Duty (BID) has been overwhelmingly welcomed since its introduction in 2013, with over 4 out of 5 believing it was necessary to raise standards across the industry and indicating that the formal structure of the compliance regime has […]

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Customers identify superior life insurance companies

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The Association of Financial Advisers (AFA) and the Beddoes Institute will reveal the life insurance companies that delivered superior product, service and claims experiences over the past year, according to life insurance customers themselves at the annual Consumer Choice Awards (the Awards) this week. The Awards are based on the findings of the 2018 Beddoes […]

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AFA and Zurich announce 2018 AFA Adviser of the Year and 2018 AFA Practice of the Year

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The Association of Financial Advisers (AFA) and Zurich have announced Hugh Robertson from Centaur Financial Services, QLD is the 2018 AFA Adviser of the Year, and West Australian practice, TWD Australia is the 2018 AFA Practice of the Year. The Awards are presented to extraordinary and visionary advisers and practices, recognising qualities of leadership, innovation, customer focus […]

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AFA and TAL announce winner of 2018 AFA Female Excellence in Advice Award

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Donna Lee Powell from DLP Life Design has been announced as the winner of the 2018 Association of Financial Advisers (AFA) Female Excellence in Advice Award (the Award) by the AFA and TAL. A joint initiative of the AFA and TAL, the Award recognises and showcases the talents and contributions of women in financial advice […]

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AFA and Asteron Life Announce 2018 AFA Excellence in Education Award Winner

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The Association of Financial Advisers (AFA) and Asteron Life (Asteron) have announced Felicity Cooper of Cooper Wealth Management as the winner of the 2018 AFA Excellence in Education Award (the Award). Finalists of the Award were chosen for their commitment to professional development through continuing education and making a difference within the marketplace and their local […]

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Study of international financial advisory community establishes first “Know Your Client” benchmark

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Financial advisers and financial planners (financial advisers) who engage in leading “know your client” behaviours see 72 per cent higher net client growth and 56 per cent more of their clients are very willing to recommend their services to family and friends, according to a major new benchmarking study. For the first time, the international […]

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Queensland takes out honours in Centrepoint Alliance 2018 Advice Firm of the Year Awards

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Two Queensland firms have taken top honours in this year’s Centrepoint Alliance Advice Firm of the Year awards, announced during the Centrepoint Alliance Annual Partner Summit, which was held in Hanoi last week. Sunshine Coast firm, Ethica Private Wealth Specialists, was named Advice Firm of the Year (gross revenue less than $1M), and Brisbane firm, […]

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AFA appoints David Plant General Manager, Strategic Alliances

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The Association of Financial Advisers (AFA) has appointed David Plant as General Manager of Strategic Alliances David will be responsible for building and enhancing mutually beneficial alliances across the spectrum of financial advice. David has spent over 30 years in the financial services industry, working in senior roles in licensee operations, business coaching and customer […]

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