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Financial advisers join forces with union movement

Financial advisers join forces with union movement

In a bold move to stave off new professional standards planned for their industry, financial advisers are planning to join forces with the union movement. The surprise move from a key adviser industry lobby group comes as the financial industry prepares for the potential election of a Labor government which would arrive in power with…

FASEA

THE FASEA FIASCO

If FASEA is a concern to you please read this document in its entirety and seriously consider participating in the suggested Political strategy. FASEA FIASCO PAPER & AFR ARTICLE HERE It is time for all Advisers to reunite and use our collective numbers and political clout to seek change to our professions greatest ever threat.…

encouraging news for Great Southern investors

A notice to past and current Great Southern Investors

The Association of Independently Owned Financial Professionals (AIOFP) is a National Association of 4,000 Advisers who are not aligned to Financial Institutions and act in the best interests of consumers at all times. We have some very encouraging news for Great Southern investors who have not settled with the Bendigo Bank and are being pursued…

greatsouthern

Bendigo Bank/Great Southern Complaint

THIS PAGE IS UNDER GOING SOME ADJUSTMENTS AND WILL BE AVAILABLE WITHIN 24 HOURS.

light globes

Creating a Best Practice Environment

It’s easy to believe that OH&S isn’t a significant issue in a professional environment. Typically, when people think of a ‘workplace incident’ they tend to think of work sites or a manufacturing environment rather than an office. Yet in 2015 the second most common form of workplace incident was stress. Increasing prevalent in professional service…

Tasplan

Tasplan and AIOFP finalise referral agreement

Hobart based industry fund Tasplan and AIOFP have finalised a financial advice referral agreement for Tasplan members based on mainland Australia. The agreement provides qualified financial advice referrals to AIOFP who will then allocate the referral to participating AIOFP accredited Adviser members. AIOFP, Manager Member Services, Ray Bailey said, “The agreement provides significant opportunities for…

MDRT

MDRT gives AIOFP professional recognition

The Million Dollar Round Table has confirmed it has given the Association of Independently Owned Financial Professionals approval as a recognised professional association. In an email seen by Risk Adviser, MDRT’s membership services confirmed to the AIOFP that it has given it approval as an MDRT professional association. AIOFP manager of member services Ray Bailey…

Feedback

How specific is your feedback?

I am a strong advocate for employees and employers engaging in a genuine, honest two-way dialogue. I truly believe that delivered appropriately, feedback (or feedforward as some would say) is not only incredibly valuable, but something that we generally welcome. I mean, who doesn’t want to be the best that they can be? So it…

Senior couple reading the form with a financial consultant in the office

AIOFP pens outsource deal with Statewide Super

The AIOFP has announced an agreement with industry fund Statewide Super for outsourced advice services, in a bid to compete with the vertically-integrated institutions. Speaking to ifa, Barbara Ryland, manager of industry fund relationships at the AIOFP and a former Local Super executive, said the lobby group for non-aligned licensees has struck a major advice…

ASIC WARNING and an obvious CONFERENCE QUESTION!!

ASIC WARNING and an obvious CONFERENCE QUESTION!!

Below is a letter from ASIC EXECUTIVE TEAM LEADER – ADVICE Joanna Bird about the recent FINDEX prosecution and the potential ramifications for all practices. Joanna has asked us to warn all members of the circumstances. You will note also that ASIC are seeking a legal opinion on banning ANY practice from using the term…