AFA welcomes ASIC’s approach to Code of Ethics

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The Association of Financial Advisers (AFA) welcomes today’s announcement from the Australian Securities and Investments Commission (ASIC) outlining the regulator’s approach to licensee obligations for the Financial Planners and Advisers Code of Ethics 2019 (the Code). AFA CEO Philip Kewin said, “The AFA, along with a number of other professional associations, has been actively engaging […]

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Winners of 2019 Consumer Choice Awards announced

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BT Financial Group (BT) has won The Association of Financial Advisers (AFA) and Beddoes Institute (Beddoes) 2019 Consumer Choice Award. OnePath Life and Clearview were runners-up. AFA CEO Philip Kewin said, “Consumer insights into the quality of life insurance providers are invaluable in helping advisers select policies that meet the needs of their clients and […]

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The unknown consequences of the legislation to ban grandfathered commissions

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The Association of Financial Advisers (AFA) acknowledges the passing of the Ending Grandfathered Conflicted Remuneration Bill 2019 in the House of Representatives on Tuesday. The AFA has long argued that ending grandfathering is complicated and as a result of the legislation hundreds of thousands of clients are now at risk of being worse off, subject […]

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AFA and TAL announce winner of 2019 AFA Female Excellence in Advice Award

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Dawn Thomas from Wealthwise is the winner of the 2019 Association of Financial Advisers (AFA) Female Excellence in Advice Award (the Award). The Award recognises outstanding female leadership in financial advice, celebrating women who are making a significant contribution to their profession, their community and their clients. The Award has been supported by TAL since […]

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AFA and OnePath announce 2019 AFA Rising Star

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The Association of Financial Advisers (AFA) and OnePath are pleased to announce this year’s AFA Rising Star is Chris Carlin from Master your Money Now. The AFA Rising Star Award (the Award) recognises the brightest new talent in advice and recognises newer advisers who have demonstrated a commitment to excellence in advice. AFA CEO, Philip Kewin said, […]

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AFA and TAL announce 2019 AFA Excellence in Education Award winner

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The  are pleased to announce that Ben Nash of Pivot Wealth is the winner of the 2019 AFA Excellence in Education Award (the Award). The Award recognises, supports and rewards excellence in financial adviser education and was presented to Ben at the AFA Conference in Adelaide this evening. CEO Philip Kewin said, “Never before have […]

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AFA 2019 Adviser of the Year finalists announced

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The Association of Financial Advisers (AFA) and Zurich have announced the finalists for the 2019 AFA Adviser of the Year Award (the Award). AFA CEO, Philip Kewin said the Award, which is now in its 16th year, recognises extraordinary and visionary individual advisers. “The Award celebrates the qualities of leadership, innovation, client-centricity and commitment to professional […]

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AFA and TAL announce Female Excellence in Advice Award finalists

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The Association of Financial Advisers (AFA) and TAL have announced the finalists in the 2019 Female Excellence in Advice (FEIA) Award (the Award). The Award promotes positive change in the financial advice sector by encouraging more women to enter the industry and take on leadership roles. It has been championed by TAL for the past […]

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AFA and TAL announce 2019 Excellence in Education Award finalists

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The Association of Financial Advisers (AFA) and TAL are pleased to announce the finalists in this year’s AFA Excellence in Education Award (the Award). The Award recognises the transformative power of education in advice, rewarding those advisers who are striving for excellence by improving their professional skills and knowledge. The finalists are: Kearsten James, Cooper […]

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14 financial advice professionals awarded MetLife/AFA grant

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MetLife Australia and the Association of Financial Advisers (AFA) have announced the recipients of the inaugural MetLife Progress: Professional Development Grant for Women. A total of 14 grants have been awarded to up-and-coming female financial advisers and paraplanners. Recipients of the 2019 round receive professional development packages, which include a 2019 AFA Conference registration, attendance […]

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