The Wellbeing of Financial Advisers

Last year, financial advisers participated in the first-ever national study into their wellbeing and mental health. The study, conducted by Dr Adam Fraser and Deakin University with AIA Australia as proud sponsors, found that financial advisers are under a significant amount of pressure to be able to provide Australians with the right advice.Dr Adam Fraser […]

Risk insurance, ethics and the reasonable care duty

There are unique challenges when advising on risk insurance as underwriting often requires highly sensitive personal information. This session looks at a series of legal cases involving TPD and Trauma life insurance claimants and discusses the implications regarding the duty of disclosure/duty to take reasonable care at underwriting, fraudulent claims, and the impact of product […]

End of Financial year SA Quiz Night

The Gallery

The SA Committee is proud to announce our inaugural EOFY Quiz night, Please join us for a chance to get together, have some fun and enjoy each others company. You can buy a table for your team and invite your colleagues and friends to come along or If you would like to buy Individual tickets, we can find a spot on […]

Utilising money coaching and soft skills to uncover clients’ true goals and values

TAL

Join Jacqui, Amie and Cara, three heart centred entrepreneurs in the financial planning industry on Wednesday 11th August for a relaxed evening workshop where you'll learn how to use behavioural money coaching to get to the heart of your client's goals.On the back of the first AFA Genxt Podcast on "Enhancing Your Client Experience Through Behavioural Money […]