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FAAA calls for stronger controls on unregulated aged care advice
1 day ago · FAAA calls for stronger controls on unregulated aged care advice. Citing the “significant financial harm” that can befall older Australians that received unqualified and unlicensed advice, the FAAA has pushed for stronger regulations. In its submission to the Senate community affairs legislation committee inquiry into the Aged Care Bill ...
Adviser numbers up 159 across September quarter - ifa
3 days ago · Wealth Data has revealed the top five licensees for financial adviser growth over the September quarter. The research house found that between 1 July to 30 September 2024, there was a net rise of 159 advisers in the three-month period, an improvement from 108 in Q3 last year. This quarter’s growth was underpinned by the 201 new entrants who ...
Privacy regulation enforcement can’t be industry funded: FAAA
4 days ago · Speaking at an Association of Independently Owned Financial Professionals’ (AIOFP) Canberra Conference late last year, for instance, Minister for Financial Services Stephen Jones emphasised that “we’ve got an industry funding model right across the board, not just for financial advisers”.. One area that shouldn’t be hit with this model, according to the Financial Advice Association ...
News for financial planners and advisers - ifa
4 days ago · Financial advisers ‘pivotal’ to a secure transfer of wealth. With $3.5 trillion in assets set to change hands by 2050, an industry expert has stressed the significant role of advisers in the transfer of wealth ...
Finalists revealed for ifa Excellence Awards 2024 - ifa
Oct 11, 2024 · Returning for its 11th year, in collaboration with principal partner Padua, the ifa Excellence Awards celebrates the outstanding achievements of independent financial advisers and practices, as well as the broader financial services industry across Australia. A total of 304 finalists will battle it out for awards across 20 individual and 13 group submission-based categories this year.
Submissions open for ifa Excellence Awards 2024 - ifa
Aug 13, 2024 · The unparalleled ifa Excellence Awards is returning for its 11 th year, with support from principal partner Padua, to recognise independent financial advisers and their practices as well as the top businesses and professionals in the financial services sector across Australia.. Submit an entry or nominate a worthy colleague or business by Thursday, 12 September 2024, for the opportunity to be ...
What does the average Australian adviser look like? - ifa
May 3, 2023 · An adviser’s average client base was 119 clients in 2022, with 28 being once-off clients and 91 being recurring clients. In 2021, the average client base had 115 clients, with 27 being once-off and 88 recurring. The average practice had fewer than 10 advisers and revenue between $500,000 and $1 million, which is in line with the 2021 results.
IFA Excellence Awards - 2022 Winners and Finalists | IFA
Abraham Aguilan, Infusion360. Daniel Boote, The Hopkins Group (THG) Marshall Brentnall, Evalesco Financial Services. Maxwell Hart, PIRPL (Plan Invest Retire) Simon Hepson, Oxlade Financial. Mark O'Flynn, Oxlade Financial. Hugh Robertson, Centaur Financial Services.
FPA and AFA officially merge to become the FAAA - ifa
Apr 3, 2023 · The Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA) have legally completed their merger to form the Financial Advice Association Australia (FAAA). In a statement issued on Monday, the FPA and AFA confirmed that from 3 April 2023, their staff will come together as a single team in one office, and ...