The corporate regulator has permanently banned a Queensland financial adviser that was found guilty of misappropriating $1.79 million of clients ...

1 day ago · Looking to the future, Adviser Ratings said in its latest Musical Chairs report that the advice industry has reached a “pivotal moment” as the events of the last several years have led to a transformation of the industry itself. “The convergence of …

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The IFA Excellence Awards 2024 winners and finalists have been announced, celebrating the best in financial advice and industry leadership.

Dec 10, 2024 · The 2024 Australian Financial Advice report reveals evolving priorities across Australia’s financial advice landscape, with insights into changing client expectations and adviser engagement.. The latest report indicates there is a high demand for advice, with more than 10 million Australians open to seeking financial advice.

2 days ago · Under the current professional pathway for financial advisers, prospective advisers are required to complete an approved qualification that is limited to those focused specifically on financial advice, the 1,600-hour professional year, the financial adviser exam, and meet continuing professional education (CPE) requirements.

Feb 3, 2025 · As demand for financial advice continues to outstrip supply, the founder and chief executive of Otivo, Paul Feeney, told ifa that there needs to be a “continuum of advice” in place to service Australians at a range of price points, spanning from basic digital guidance to professional, comprehensive advice.

Dec 5, 2024 · Members of the financial services industry gathered tonight (Thursday, 5 December 2024) for the 11th annual ifa Excellence Awards ceremony at The Fullerton Hotel in Sydney, hosted with support from principal partner Padua.A total of 36 winners were honoured for excellence tonight out of over 300 finalists who competed across 20 individual and 13 group submission-based categories.

Oct 9, 2024 · Ahead of the Women in Finance Summit 2024, the Financial Advice Association Australia (FAAA) CEO, Sarah Abood, said financial planners who take career breaks to start a family or assume other caring responsibilities find it difficult to navigate the advice profession compared to other industries.. Abood partly attributed this to the regulations advisers face as it is a structural barrier that ...

Oct 22, 2024 · In its submission to the Senate legal and constitutional affairs committee inquiry into the Anti-Money Laundering and Counter Terrorism Financing Amendment Bill 2024, the Financial Advice Association Australia (FAAA) said there have been considerable changes to the financial advice landscape since the AML/CTF regime was introduced.