Explaining the Experienced Adviser Pathway

The government released draft legislation that when legislated will enact the experienced adviser pathway. The proposal seeks to equate the worth of a degree with 10-plus years of experience in the industry.

In this episode, we speak to Phil Anderson, CEO of the AFA, who sheds more light on the Experienced Adviser Pathway.

How to accelerate women’s financial progress

In this episode, we speak to Dawn Thomas, National Chair of Inspire and Tim Henry, business owner and financial adviser. Dawn and Tim are both contributing in creating a safe and equitable environment for women to thrive.

The significance of 2023 for the advice community

In this episode, Phil Anderson, AFA CEO, provides us with a review of 2022 and his thoughts on how 2023 will shape for the adviser community, especially with the possible implementation of some of the QAR recommendations. He also addresses why it is so important to vote yes for the proposed merger between the AFA & FPA.

Spotlight on AFA Inspire

In this episode, we speak to Deborah Kent, one of the founders of AFA Inspire and Dawn Thomas, the current National Chair of AFA Inspire.
Next year, as we celebrate 10 years since AFA Inspire was established, it is time to look back at some of the achievements of the Inspire Community and pay tribute to its founding members.

Meet the winners of this year's AFA Awards

Ashley Mahadeea, Gen Next National Chair, is joined in episode 14 by Felicity Cooper and Amie Baker. As the winners of this years Adviser of the Year and Female Excellence in Advice awards they share their stories and why they are passionate about the financial advise profession.

Thriving with AFA Conference Chairs

With the AFA’s National Conference, Thrive, fast approaching Ash talks with Patricia Garcia and Morgan Hayward to find out how the Conference is taking shape and what we can expect from the AFA’s first face-to-face National Conference in three years. Patricia and Morgan share all the insider information on the planning process, which speakers they’re most looking forward to seeing as well as the return of the legendary social events and the iconic AFA Awards.

How to prevent negative outcomes of a cyber attack

The impact of a cyber attack on your practice could be devastating. Loss of reputation, clients losing confidence in your ability, stolen client data and high recovery costs are some of the negative outcomes that may result from a cyber attack. In this episode, Fraser Jack and Ashley Mahadeea discuss why cybersecurity should be a priority for your practice.

Exploring licensing solutions for financial advisers

Choosing the most suitable licensing option for your practice can be complex and challenging. The aim of this episode is to help you identify the key factors to consider such as technology and compliance when choosing your licensing path. In this episode, we speak to Rachel Bell from Affinia Financial Advisers and Alex Euvrard from My Dealer Services.

Empowering women in advice – part two

Creating safety and economic security for women is a community goal. The financial advice industry is in a powerful position to help close economic inequalities women face. Another priority is creating a safe and equitable professional environment for women to thrive in the financial advice community. In this episode, we speak to John Cachia and Tim Henry, both financial advisers and business owners, who have taken significant steps to ensure that their female clients and employees feel safe within the advice process.

Growing your profits via Group Insurance

Lots of education in the past has been about retail insurance and not much about Group Insurance.  Group insurance is cover that is provided to a group of people linked by a common factor such as employees of an employer, members of an association or members of a superannuation fund. This episode aims to provide some great insights on Group Insurance and demonstrates how it can boost practice profitability.

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