PHIL ANDERSON

Financial planning

Proposed new legislation would have the effect of compelling advisers or licensees to breach report competitors if they believed something adverse was happening....

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Financial planning

How the Government proposes to approach yearly opt-in and fee arrangements is expected to be made clearer in the next week or so and financial adviser groups are bracing ...

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Financial planning

Amid concern and confusion around how the Australian Securities and Investments Commission yearly opt-in and fee disclosure will work, adviser groups are urging flexibili...

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Financial planning

The Financial Adviser Standards and Ethics Authority has been accused of exceeding its legislative remit with a resulting detriment to financial advisers....

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Financial planning

With financial planning groups meeting with the Financial Adviser Standards and Ethics Authority today, the Association of Financial Advisers has sent a message that issu...

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Financial planning

The Association of Financial Advisers has accused the Financial Adviser Standards and Ethics Authority of unilaterally seeking to rewrite the law and thereby placing 57% ...

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Financial planning

The Association of Financial Advisers has called for the release of key consultation submissions and for greater clarity around the detail of the Government’s legislation...

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Financial planning

The findings and recommendations of the Royal Commission cannot be left to go unchallenged in circumstances where the outcome was far from perfect and, in some circumstan...

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Financial planning

The 'weaponisation of compliance' is bringing up wider problems with licensees, not just a few individual bad apples. ...

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Features

Advisers might not be looking forward to fulfilling the Financial Adviser Standards and Ethics Authority education requirements, but just like financial planning itself, ...

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People & Products

WealthO2 has appointed Phil Anderson as national business development manager to meet growing demand for the company’s adviser platform alternative....

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Features

As advisers battle with the effects of the Banking Royal Commission, education reforms, the banks exiting wealth, and changes to business structures, Hannah Wootton finds...

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Financial planning

The Association of Financial Advisers has accused Royal Commissioner, Kenneth Hayne, of a failure to acknowledge the value of advice and a failure to understand the confl...

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Financial planning

The Financial Adviser Standards and Ethics Authority has seemingly omitted the ‘Graduate Outcome Statements’, referred to in FPS002 Program and Provider Accreditation Pol...

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Financial planning

While the Financial Adviser Standards and Ethics Authority’s updated standards show some positives, advisers are still going to be impacted by the regulator’s arbitrary d...

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