SAM PERERA

Financial planning

The Association of Financial Advisers says it has received positive signs from the minister for financial services, Stephen Jones, that he is very willing to help fix the...

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Financial planning

The number of financial advisers could fall to 14,000 in the next couple of years, according to AFA President Sam Perera, but the Quality of Advice review could mean impr...

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Financial planning

A merger between Association of Financial Advisers and Financial Planning Association of Australia is “not off the table” but will be driven by their members’ demands....

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Financial planning

While the change may be a disappointment for advisers who have already committed to complete additional study, it is important the changes do not undermine the recognitio...

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People & Products

Former vice president of the Association of Financial Advisers, Sam Perera, has been appointed as its new national president....

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Financial planning

Many of the remaining Hayne Royal Commission recommendations will do nothing more than harm and damage ordinary Australian consumers, a member of a parliamentary committe...

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People & Products

Michael Nowak will be the new president, with Sam Perera as vice president and Matthew Hawkins as treasurer, with all state directors confirmed as well....

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MARKET INSIGHTS

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

3 weeks 4 days ago

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

1 month 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. ...

1 week 2 days 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. ...

5 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...

4 days 7 hours ago