All Articles tagged with 'Richard Klipin'

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AFA: FoFA side deals not in the national interest

From AFA - Association of Financial Advisers

The Association of Financial Advisers (AFA) is calling on the Government to act in the national interest and work directly with the industry to achieve the required changes rather than

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22 Mar 2012

FoFA: Final chance to have an impact says AFA

From AFA - Association of Financial Advisers

The response to the AFA’s political lobbying campaign on FoFA has been outstanding. It is clear that the level of direct contact with politicians has been incredible. Richard Klipin commented,

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16 Mar 2012

Vale Peter Moyle

From AFA - Association of Financial Advisers

Vale Peter Moyle, respected member of the financial planning community. “It gives me great sadness to let you know that our good friend and long-term member of the AFA, Peter

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08 Mar 2012

FoFA: It’s make or break time says AFA

From AFA - Association of Financial Advisers

The Association of Financial Advisers (AFA) has sent a letter outlining its five major concerns relating to the proposed Future of Financial Advice (FOFA) legislation to the Independents, relevant frontbenchers

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08 Mar 2012

TAL is the AFA/Plan for Life’s 2011 Life Company of the Year

From AFA - Association of Financial Advisers

As well as taking the top award TAL also took out the Life Insurance/Total and Permanent Disability (Life/TPD) product award and was runner up in three other categories: the Trauma

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23 Feb 2012

PJC can put FoFA back on track

From AFA - Association of Financial Advisers

The Parliamentary Joint Committee on Corporations and Financial Services (the PJC) has provided the Government with a unique opportunity to hear about the real impact of the Future of Financial

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06 Feb 2012

Get FoFA back on track: AFA

From AFA - Association of Financial Advisers

Draft Future of Financial Advice (FoFA) legislation is still failing consumers by not measuring up to its own expectations, according to the Association of Financial Advisers (AFA). Commenting on the

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17 Jan 2012

Securitor joins the Association of Financial Advisers

From AFA - Association of Financial Advisers

Securitor, part of BT Financial Group, and home to almost 500 advisers across the country, has become the latest licensee to join the Association of Financial Advisers (AFA). AFA CEO

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13 Dec 2011

Pieces of the FoFA jigsaw still missing but SG increase welcome

From AFA - Association of Financial Advisers

The Association of Financial Advisers (AFA) welcomes the passing this week of the Mineral Resource Rent Tax (MRRT) legislation through the House of Representatives which will lift the Superannuation Guarantee

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28 Nov 2011

AFA congratulates Minister Shorten on SG increase

From AFA - Association of Financial Advisers

The Association of Financial Advisers (AFA) congratulates the Minister for Financial Services and Superannuation, Bill Shorten, for taking the first step towards ensuring a better standard of living in retirement.

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03 Nov 2011

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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 [...]