Bringing education, ideas and stories together
In conversation with John Cachia | VIC Practitioner Chair
Hi John, congratulations are in order! It’s been a busy few months for you. Not only were you named in the top 50 influential financial advisers by Financial Standard, but
In conversation with Sam Robinson | AFA Treasurer
Hi Sam, and congratulations on moving into a new role on the AFA board. Remind us, how many years have you been on the board now? I was originally bought
Power 7 with Jasmin…
Jasmin is the National Operations, Compliance, and AFSL Manager at Wealth Market. She has been working in the financial services industry for 15 years, and has worked as an adviser,
Power 7 with Tanya…
Meet Tanya, self-confessed Foodie mum to three boys under 12. Tanya is the QLD State Manager at Integrity Life. Why is financial advice important to you? With planning, expertise, and
Power 7 with Sam…
Sam is a Senior Financial Planner and Partner at Rising Tide, as well as a committee member (and VIC State Chair!) of AFA Genxt. Sam has also been a finalist
Power 7 with Robyn…
Meet Robyn, and find out why financial advice is so important to her. Robyn is the Business Development Manager for South Australia at PPS Mutual, having been in Financial Services
Power 7 with Lia…
Get to know Lia, Principal of Specky Paraplanners and the QLD chair for AFA Pulse, a Community of Practice designed to connect and support paraplanners and help them grow at
Power 7 with Morgan…
Meet Morgan Hayward, Senior Financial Adviser at Vault Financial Group and our new Gold Coast chair for AFA QLD State Committee. We asked Morgan our Power 7 and learned about
Make 2021 your year
Make 2021 your year A positive attitude and a growth mindset are two of the most powerful and transformative values that we should aim to build on in 2021. Welcome
You’re not on your own – By Hayley Knight
“But how am I supposed to know what you’re feeling?” my husband, Chris, asked. It was a moment that I wish I had one of those 90’s mood rings that
The Power of Small Wins By Kate McCallum
It is tempting, during a time of significant industry restructuring for us to respond with frustration over what we can’t control and radical moves for what we can. Yet, what
How you can blog too – By Jenny Pearse
Have you thought about writing a blog but have never really understood where to start? Let me put this another way, as a financial adviser, imagine writing something that has
Giving Back – Why to consider it as part of your business – By Nicola Beswick
About me and my journey My Dad was diagnosed with Multiple Sclerosis (MS) at the age of 55. While dealing with the devastating diagnosis and an uncertain future, Dad discovered he was
Power 7 with Katherine…
Meet AFA’s new NSW/ACT Director Katherine Hayes, a risk specialist financial adviser based in Canberra running her own practice, Hayes & Co. Insurance. Read Katherine’s advice to her younger self
Common Myths Clients May Have Around Estate Planning – By Aruna Wickremasingha
When we talk Wills, traditionally we think death, doom and gloom. This might make the idea of having a conversation about Wills seem all too depressing and difficult. This is
Power 7 with Kerrin…
Kerrin Glover, Client Experience Manager, Contract Paraplanning Services reveals why her love of helping people to achieve their goals led her to a career in financial advice and how she’s
Power 7 with Kate…
Kate Fellows, – Founding Director, The Professional Paraplanner reveals how her business has pivoted during COVID-19. 1.Why a career in the financial advice profession? The opportunities are endless and there
Power 7 with Elaine…
Elaine Sze, Business Consultant, Centrepoint Alliance finds the growing confidence of clients in handling their financial future so rewarding. Why is financial advice important to you? It can be easily
Digitally capturing client conversations – By Charles Blake
As we seek to elevate ourselves and our businesses out of the surreal fog of the COVID-19 pandemic, we correctly question ‘what is the best way to operate now?’. You
Power 7 with Olivia…
Olivia Sarah-Le Lacheur, General Manager Retail Distribution – Partnership Development, AIA Australia (incorporating CommInsure), has been the National Chair of the AFA Foundation for five years. During this time, the
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