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Sydney, Australia
Joined June 2010
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.@AustraliaFPA's Sarah Abood suggested the Government's proposed experience pathway doesn't acknowledge the efforts made by many advisers to get FASEA-approved. Should it be restricted to 55+? hubs.la/Q013NK6Q0 #FASEA #financialplanners
What role does your practice play in @asicmediaand @APRAinfo's new retirement regime? Read the latest here: hubs.la/Q016xn9L0?
Red tape fractals and advice review carve-outs: what needs to change for advice in 2022? @JBSFinancialJB shares her insights in our latest piece: hubs.la/Q016f1310 #financialservices #financialadvisor
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The Government @SenatorHume just promised to save advice. Read more here: hubs.la/Q016dS3T0 #financialadvice
You Have recent reforms actually done much to improve the client experience? Phil Anderson @AFA_Voice hopes the Quality of Advice review addresses these questions: hubs.la/Q014Ck9Q0 #qualityofadvice #financialplanning
The proposed funding model for the CSLR once again leaves advisers holding the bag. If the scheme's costs skyrocket, how many will be left to pay up? A good question from @cpaaustralia's Keddie Waller: hubs.la/Q013NG_f0 #CSLR.
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.@auslawreform calls for the untangling advice laws. Read the latest here: hubs.la/Q0106JlW0 #legislation #financialadvice
What defines a profitable practice in 2021? @iress's latest report examines this. Download it now. #advice #efficiency #practicemanagement
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What are the most profitable practices doing differently that allowed them to cut down on SOA production time & see more clients each week? Read the latest here: hubs.la/H0_Lw1N0
Last week, Liberal Senator @ajamesbragg railed against "sinister" & "anti-competitive" practices restricting crypto trading in Australia. Hear more of what he had to say here: hubs.la/H0_mvCD0? #crypto #regulation
According to @AustraliaFPA CEO @ddegori10, the Government risks accelerating the exodus of advisers from the industry by making them pay the costs of the CSLR. Read more here: nmpeducation.com.au/opinions…
Sally Loane discusses the FSC's most recent advice whitepaper, along with criticism from certain industry figures who feel it doesn't address advisers' real concerns. Read now: lnkd.in/gGp2Q6xA? #financialadvice #valueofadvice
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The better advice bill has passed. What about the hidden costs? Read the latest here: lnkd.in/gwke2AVK @asicmedia
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A set of recommendations in a new policy paper from the FSC will cut the per-client cost of service by 37%, according to @KPMG analysis. Do the numbers add up? lnkd.in/g6pxEW5Q? #police #financialadvice
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The advice industry has experienced a decline in representatives since the introduction of FASEA, but research suggests there's a sector that's going against the grain: self-licensed businesses. Read more here: lnkd.in/g7GFVTHK? #financialadvice #selflicensing
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The 2021 @AustraliaFPA indicated that the understanding of the value of advice is still so low & @annegrahamcfp @story_wealth reveals this is partly due to the value being often intangible. #valueadd #financialadvice #FPWeek2021
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New modelling indicates the costs of the CSLR could balloon to nearly $60m p.a. – far above the $8m projected by the Government. How can policy settings be adjusted to prevent this? Sally Loane at @FinServCouncil weighs in: lnkd.in/gV4uDSWa? #CSLR #policy
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Judith Fox at @SAFAA shares why she thinks access to good-quality investment advice is becoming unavailable to many Australians. Read now: lnkd.in/gbFBvcJS #fasea #investing
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Are finfluencers like @queenietan_ a great way for advice firms to reach new customers, or are they putting advisers on the wrong side of the law? Inside the battle of TikTok & @asicmedia: bit.ly/3jXYUVA