All Articles tagged with 'Sarah Abood'

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FAAA continues push for public inquiry into Dixon Advisory and its effect on the CSLR

From FAAA - Financial Advice Association Australia

The Financial Advice Association Australia (FAAA) has written to all federal members of parliament urging them to support a public inquiry into the collapse of Dixon Advisory and the effect

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13 Sep 2024

FAAA holds first meeting with Treasury on CSLR

From FAAA - Financial Advice Association Australia

The Financial Advice Association Australia (FAAA) met with Treasury yesterdsay to continue work on fixing the unintended consequences of the Compensation Scheme of Last Resort (CSLR). It is the

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12 Sep 2024

Calling all women in risk advice across Australia to apply for the next round of ReCALIbrate grants

From CALI - Council of Australian Life Insurers

The Council of Australian Life Insurers (CALI) has opened applications for its annual ReCALIbrate program aimed at supporting women who are risk advisers in the industry. In 2024, CALI will

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27 Aug 2024

Minister Jones, FAAA meet on CSLR

From FAAA - Financial Advice Association Australia

The FAAA on Wednesday 14 August met with Minister Stephen Jones to raise key concerns regarding the Compensation Scheme of Last Resort. During the meeting, FAAA’s CEO Sarah Abood and

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19 Aug 2024

FAAA Congress 2024 to “Power Up” performance and innovation

From FAAA - Financial Advice Association Australia

The second annual Financial Advice Association Australia (FAAA) Congress will provide financial advisers with valuable insights and tools to succeed in an evolving industry, as well as valuable networking opportunities.

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17 Jul 2024

Final numbers are now available for Dixon Advisory AFCA complaints

From FAAA - Financial Advice Association Australia

The FAAA has welcomed the long awaited cessation of Dixon Advisory’s (Dixons) AFCA membership, which ceased on 30 June 2024 after strong advocacy from the FAAA. This means there is

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12 Jul 2024

FAAA statement on ASIC levy

From FAAA - Financial Advice Association Australia

“ASIC has released its Cost Recovery Implementation Statement (CRIS), which estimates the costs that ASIC intends to recover against various industry sub-sectors for the 2023/24 financial year. At first glance

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10 Jul 2024

FAAA statement on DBFO Bill

From FAAA - Financial Advice Association Australia

“We welcome the government’s decision to further amend S99FA of the SIS Act as part of its Tranche 1 DBFO Bill. “The FAAA, along with many other organisations, has been

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05 Jul 2024

FAAA makes key recommendations to reduce the impact of financial abuse

From FAAA - Financial Advice Association Australia

The financial advice profession lacks consistent protocols for handling suspected financial abuse, and there are significant barriers to effective collaboration due to privacy laws and insufficient whistleblower protections, according to

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25 Jun 2024

FAAA names winner of Gwen Fletcher Memorial Award

From FAAA - Financial Advice Association Australia

The Financial Advice Association Australia (FAAA) has announced Nathan Purnell of SWA Financial Planning as the recipient of the Gwen Fletcher Memorial Award for the first semester of 2024. Named after the late

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31 May 2024

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CPD: The case for Australian mid-caps – why quality is on sale
Share prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right [...]
CPD: Investment bonds revisited – understanding the fundamentals in a changing tax landscape
For many years, investment bonds have occupied a relatively small corner of the Australian investment landscape. While familiar to some advisers, others may have had limited reason to consider them [...]
CPD: Positioning portfolios for the next world order
Key takeaways The global system is becoming more fragmented and policy-driven, leading to more uneven and less predictable market outcomes. Geopolitical risk is now persistent, showing up not just in [...]
CPD: A review of the Code of Ethics (part one)
The Financial Planners and Advisers Code of Ethics (Code) has sat at the centre of adviser conduct in Australia since it became mandatory on 1 January 2020. This article, proudly [...]
CPD: Think your clients aren’t complaining? ASIC might disagree
Complaints are so big right now 2026 has been a big year for financial services complaints, and not just numerically. Certainly, the volume of complaints is noteworthy. AFCA data[1] released [...]