AFA Policy and Advocacy Member Committee

The AFA Board has recently resurrected an AFA Members-only policy development committee - the AFA Policy and Advocacy Member Committee.  

The primary role of the Committee will be to assist the AFA Policy & Professionalism Team and the AFA Board to develop policy positions not related to life insurance advice or professional standards - which are areas that other AFA Committees are devoted to.  The Committee will make every reasonable effort to provide that input in a timely and efficient manner in order to assist the AFA Policy & Professionalism Team to meet submission deadlines and any other timeframes set by Government Ministers, Government Departments, Regulators and other consulting bodies.

This Committee will fulfil its primary responsibility through the following functions:

  1. research, consider and discuss as a committee the policy positions that are relevant to financial advisers and their clients,
  2. engage with the wider AFA Membership on policy and advocacy matters,
  3. advise and provide other input to the AFA Policy & Professionalism Team on policy and advocacy matters,
  4. make recommendations to the AFA Board about any relevant matters, including:
  •    periodically updating an AFA Member Committee Policy Matrix to assist and inform the Board to manage and advocate for AFA Members on policy matters, and
  •    measures that the AFA Board, Executive and Management could implement to enhance engagement with AFA Members on policy and advocacy matters.

The inaugural members of this Committee are:

  • Matt Hawkins (Chair) - AFA TAS State Director
  • Sam Robinson (Deputy Chair) - AFA VIC State Director
  • Phil Anderson - AFA General Manager, Policy & Professionalism
  • Rhett Das - ‎Integrity Compliance
  • Sharon Walker - Yellow Brick Road
  • Michael Baragwanath - SA GenXt Chair
  • Peter O’Callaghan - MSI Taylor Wealth Management
  • Steve Nielsen - Ascent Wealth Management
  • Ian McDermott -  imac legal & compliance

This Committee will complement the work of the AFA's other policy development and advocacy working groups:

If you are keen to contribute in future to the AFA's general policy development, we want to hear from you.

According to the AFA By-Laws, the categories of AFA Members who can serve on this Committee are:

  • Practitioner Members,
  • Affiliate Members,
  • Associate Members,
  • New Adviser Members,
  • Ambassador Members,
  • Corporate Members,
  • Life Members, and
  • Student Members.

We are looking for constructive contributors on policy matters who can bring meaningful experience and expertise on financial advice and other financial services matters to add to our considerable knowledge base and research skills.  

If you would like to nominate to be a member of the AFA Policy and Advocacy Member Committee, please let us know in 400 words or less, why you would like to be considered for the Committee.  You will be asked to provide your contact details in case we wish to clarify any aspect of your nomination. 

Click here to express your interest

The AFA Board will consider all expressions of interest on their merits and will notify each person whether they have been nominated to the Committee.

 

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