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64 Media

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25.01.2022 AFA Escalates Concerns on Excessive ASIC Funding Levy Increase - read more in Riskinfo Association of Financial Advisers (AFA) #ASICLevy http://ow.ly/Vhdw50BevM5

25.01.2022 The true value of the role that financial advice plays in the lives of Australians is particularly highlighted in times of financial uncertainty, apprehension and upheaval." #financialadvice #financialadvisers http://ow.ly/31Hj50Axq8X

24.01.2022 #AMP does not treat advisers fairly: Poll - Read more in Financial Standard https://www.financialstandard.com.au//amp-does-not-treat-a #financialadvisers #BOLR

24.01.2022 The Association of Financial Advisers (AFA) launches the 2020 VISION Conference #financialadvisers http://ow.ly/eUt050B77pH

24.01.2022 The Association of Financial Advisers (AFA) and Synchronised Business Services Pty Ltd comment on clawback provisions during #COVID19 in Professional Planner http://ow.ly/P1yZ50AxoVL

23.01.2022 Synchron has appointed Hanna Abdullah as head of compliance policy and regulation. https://www.moneymanagement.com.au//synchron-appoints-new-

22.01.2022 Synchron has published a ready reference book to help advisers understand and implement the FASEA Code of Ethics standards into their practices. #FASEA https://www.adviservoice.com.au//synchron-publishes-fasea/

22.01.2022 Tune in to The IFA Show to hear Synchron Director, Don Trapnells, take on the challenges facing the financial advice industry. ifa (Independent Financial Adviser) Synchronised Business Services Pty Ltd https://www.ifa.com.au//28227-providing-solutions-to-clien

21.01.2022 The Advisers Association (TAA) says any new model for financial advice must level the playing field for financial advisers. https://www.adviservoice.com.au//level-the-playing-field-/

20.01.2022 The Advisers Association Ltds Neil Macdonald said the deed of release terms would prohibit planners from participating in the class action launched by #AMP advisers and could leave them worse off if the lawsuit is successful. #BOLR The Sydney Morning Herald http://ow.ly/Jkeu50BiRfq

20.01.2022 The Advisers Association has appointed Jennifer Mogg to its Board. Read more in Financial Standard The Advisers Association Ltd http://ow.ly/ZFLF50AtqdG

19.01.2022 The AFAs 2020 VISION Conference will be hosted on a main stage in a television-style production broadcast live from Sydneys Museum of Contemporary Art. Read more in Insurance News https://insurancenews.com.au//afa-conference-set-for-tv-tr

19.01.2022 The Advisers Association Ltd has responded to #AMP CEO Francesco De Ferraris comments on the #BOLR class action. More in IFA Magazine MomentumMedia https://www.ifa.com.au//28397-amp-adviser-association-resp

19.01.2022 Nominations for this years Australian Property Institutes Excellence in #Property Awards are now open! Designed to recognise #leaders within the property industry, the Awards are open to individuals or organisations. Click here for more information. http://ow.ly/YFpF50zWowk

19.01.2022 Synchron Aust Chair, Michael Harrison - Individual adviser registration: a step forward on an evolutionary road Read more in Money Management http://ow.ly/y8Kr50AwnYI

18.01.2022 Fintech and Insuretech innovation hub, Axell, has released Human touch in a new digital world: The future of financial advice, exploring opportunities for digitally transforming financial advice #financialadvice #fintech #insuretech http://ow.ly/vsPy50BdgJn

18.01.2022 The AFA Association of Financial Advisers on the #FASEA extensions. #Financialadvice #financialadvisers Read more in RiskInfo. http://ow.ly/ri5Q50zV4fz

17.01.2022 Synchrons, Don Trapnell repeats his call for life/risk advice to be treated differently under #FASEA requirements. Read more in Money Management Australia Synchronised Business Services Pty Ltd #lifeinsurance #riskadvice #financialadvisers #riskadvisers https://www.moneymanagement.com.au//trapnell-renews-call-f

16.01.2022 Sharpen your pencils - its time to vote! Financial Standard #FSPower50 http://ow.ly/yxsN50B77LZ

16.01.2022 Life insurers may need to consider providing relief to #financialadvisers around #LIF clawback provisions if the #COVID crisis worsens and more Australians become unemployed, says Synchron Aust Don Trapnell #lifeinsurance Read more in IFA Magazine http://ow.ly/tRkP50Asqkg

14.01.2022 AstuteWheel shines in 2020 Netwealth AdviceTech Report. Read more in Australian Fintech #fintech #financialadvice http://ow.ly/tw5P50AELco

14.01.2022 #AMP terminated the businesses of around 250 of its aligned planners - saying many werent making enough money for the company. Labor Senator Deborah ONeill is calling for a parliamentary inquiry. #financialplanners http://ow.ly/QZfB50AyB2i

14.01.2022 Hear new Association of Financial Advisers (AFA) President Michael Nowak's address at the AFA's recent AGM. http://ow.ly/G5oh50Cihxp

11.01.2022 #AMP deed of release bars advisers joining class action - read more in Financial Standard #financialadvisers #BOLR #classaction The Advisers Association Ltd http://ow.ly/vRjg50BkhuW

11.01.2022 What if clients provided info before meetings; you could use a risk needs tool live, auto-generate file notes, enter new policy details & generate a SOA in minutes? Astute Wheel in ifa (Independent Financial Adviser) #fintech #riskadvice #regtech https://www.ifa.com.au//28494-clear-and-simple-risk-advice

10.01.2022 @AFA_CEO Philip Kewin: "Everyone is committed to professionalism but their journey has been so rapid and the change so monumental that it has put a lot of pressure." Read more in Financial Review by @AleksVicko #financialadvisers https://www.afr.com//financial-advisers-claim-post-hayne-m

09.01.2022 "Many have been left desperately indebted to AMP Bank over loans structurally tied to the practice and BOLR arrangements, Mr Macdonald said. Others have suffered deteriorating mental health as a result of the episode." Read more by Aleks Vickovich in The Australian Financial Review #amp #financialplanners https://www.afr.com//aggrieved-planners-hit-amp-with-class

09.01.2022 "The Royal Commission... has left the industry in tatters and it is the honest financial planners who are being pushed out, not just bad apples." Read more by Melinda Houghton in The Canberra Times #financialadvice #financialadvisers #financialplanners http://ow.ly/W2Ty50AEAWm

09.01.2022 The Advisers Association: Latest #FASEA guidance appears to narrow the scope of personal financial advice even further. Read more https://www.ifa.com.au//28803-fasea-code-intent-guidelines in IFA Magazine by Sarah Kendell The Advisers Association Ltd

09.01.2022 Synchron's Don Trapnell: "I would love to see BID replaced with a duty to give ‘appropriate advice’ for risk insurance..." Read more in IFA: http://ow.ly/Ez0550D1Wan? Synchron Aust Don Trapnell IFA Magazine

08.01.2022 AMP faces probe on Pahari promotion, planner treatment. Read more in The Australian Financial Review #AMP #financialplanner https://www.afr.com//amp-faces-probe-on-pahari-promotion-p

08.01.2022 AstuteWheel: Client reviews provide the best, and perhaps only, opportunity to demonstrate that the value of advice far outweighs the cost. #financialplanning #financialadvice Hans Egger Michael Topper https://www.moneymanagement.com.au//infocus-conducting-cli

08.01.2022 You're off the hook with insurance in super till you turn 25, but then what? Read more in Money Magazine Australia Association of Financial Advisers (AFA) #lifeinsurance https://www.moneymag.com.au/not-automatically-charged-super

08.01.2022 "...failure to pass the extension could result in a large cohort of advisers forced to exit the industry and leave "thousands of clients" without advice, Mr Kewin warned." Read more: The Australian Financial Review Association of Financial Advisers (AFA) https://www.afr.com//financial-advisers-exam-deadline-caug

07.01.2022 AFA CEO Philip Kewin: "... people need [advice] and it is no more evident [than] right now that people who have advisers are better equipped to take care of themselves and less reliant on the government." Read more in IFA: Reinventing Advice https://www.ifa.com.au/magazines/35-ifa-issue-695#book/13

05.01.2022 AFA: FASEA fails to deliver greater code clarity. Read more http://ow.ly/ymXO50ChhAK in Money Management Australia by Mike Taylor. Association of Financial Advisers (AFA) #FASEA

05.01.2022 Synchron has appointed Sarah Congdon to the role of State Manager, Victoria. Read more in Financial Standard http://ow.ly/Ln3f50ChhgR

04.01.2022 Association of Financial Advisers (AFA) expresses concern around #COVID related clawbacks. Read more in Riskinfo #financialadvisers #lifeinsurance https://riskinfo.com.au//afa-concern-on-covid-related-com/

04.01.2022 AFA Care - youre not on your own. The Association of Financial Advisers (AFA) has produced a video containing messages of support and highlighting the help available to its community during challenging times. Click on the link to view http://ow.ly/d9jK50AzufT

02.01.2022 The Case for Retaining Commissions The release of a report by risk specialist adviser, Brett Wright, arguing for retaining life insurance commissions, has garnered support from many within the industry, including Synchronised Business Services Pty Ltd director, @Don Trapnell @Brett Wright #lifeinsurance Read more in @RiskInfo http://ow.ly/FCMM50CpIPo Trapnell: Brett has broken down an issue that people are trying to make complex and has turned it into something relatively simple. The very concept of insurance is a simple argument and the same applies to retaining life insurance commissions.

02.01.2022 Financial adviser Jules Knox from Evalesco says requesting a further four-month #mortgage extension should be a last resort. http://ow.ly/lFQH50AtrYb

02.01.2022 It was great to chat with AFA award winners in the latest edition of the AFAs Adviser magazine. Association of Financial Advisers (AFA) https://mk0afawebsiteafos2uy.kinstacdn.com//23903-AFA-Maga

01.01.2022 There's good news and bad in the latest Financy Women's Index on the economic progress of women in Australia http://ow.ly/ZFkl50CE7MG

01.01.2022 Synchron Aust director Don Trapnell said the... most recent code of ethics guidance... raised more questions than it answered in terms of how licensees should practically interpret the code. Read more in IFA Magazine https://www.ifa.com.au//29006-advice-in-2021-part-1-profes Synchron Aust Don Trapnell IFA Magazine