AIOFP members head to Vietnam
About 100 members of the Association of Independently-Owned Financial Planners (AIOFP) will be in Vietnam this weekend for the association’s two-day annual conference.
The AIOFP’s conference agenda shows the official schedule running over two days, with one five-hour session on each.
The extended program invited members to fly to Bangkok earlier this week, take in a one to two-day cruise of Halong Bay next week, and then attend the Rugby Sevens tournament in Hong Kong next weekend.
The association’s Filtered Research Committee will be officially launched at the conference. It is also expected that the partners for the AIOFP’s investment platform will be announced. Speaking at the conference regarding the platform is Asgard’s Mark Aufderheide and Oasis’ Andrew Rawlinson, along with Australian Financial Services’ Peter Daly, who is on the board of the platform.
Another speaker at the conference, according to AIOFP executive director Peter Johnston, will be Townsville-based Isi Dalle Cort who is “the most successful MLC/NAB adviser in Australia”.
The AIOFP pre-conference material said Dalle Cort from Dalle Cort Financial Services was recommended by MLC/NAB head of distribution Richard Nunn as having “the perfect business model”.
Isi Dalle Cort is not to be confused with his cousin, Gus Dalle Cort, who ran Storm Financial’s Cairns office prior to the dealer group’s high profile collapse.
In a similar fashion to Storm Financial, Dalle Cort has a 12-step ‘client induction process’, of which step three is an introduction to gearing. The dealer group also advertises that it has a NAB personal banker on site in its Townsville office. Nunn, former head of distribution for Colonial First State, is expected to speak on the post-Ripoll report environment for financial advice as well as NAB’s intentions towards Professional Investment Services.
Other topics for discussion are agribusiness managed investment schemes, UBS’ view on structured products, the new margin lending regime and the Australian property market, with additional speakers from the Australian Securities Exchange, MLC, Russell Consulting and the Financial Ombudsman Service.
Guest speakers include the Australian Ambassador to Vietnam, His Excellency Allaster Cox, Legends Club general manager Peter Gibson and Western Sydney Football Club coach Kevin Sheedy.
Recommended for you
After seven years at the company, Iress’ chief technology officer for wealth management APAC, Anthony Gerrits, has departed as the firm commences a search process to fill the role.
With advice firms thinking about scaling up in 2025, research has detailed the main avenues financial advisers say they have used for successful recruitment.
The board of Insignia Financial has reached a decision regarding the possible acquisition of the firm by US private equity giant Bain Capital.
Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses.
