Guardian partners with AFA

AFA dealer group FOFA financial planning financial advisers financial planning association association of financial advisers FPA government

16 June 2011
| By Milana Pokrajac |
image
image
expand image

Suncorp-owned dealer group Guardian Financial Planning has formed a partnership with the Association of Financial Advisers (AFA), joining the AFA’s Licensee Partnership Program.

Guardian was previously a principal member of the Financial Planning Association, but has cancelled its membership following the FPA’s recent changes, which allowed only individual financial planners the right to vote.

Guardian executive manager Simon Harris (pictured) said the dealer group was still working with the FPA in the same capacity as with the AFA.

 “We just thought that it was the right time to join the AFA, there is obviously significant regulatory change and I don’t think it hurts to have our voice heard in a number of different ways,” Harris said.

“Our partnership with the AFA gives our advisers a stronger voice in the current dynamic and changing regulatory environment,” he added.

Guardian stated the partnership would give the dealer group representation before the Government and regulators on policy issues, the opportunity to work with advisers around the country, and reduced membership fees for Guardian advisers.

The partnership will also ensure that Guardian works collaboratively with the AFA’s Licensee Working Group, Harris said.

Homepage

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 1 day ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 6 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 12 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

2 days 3 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 day 7 hours ago