 Phil Anderson Chief Executive Officer, Association of Financial Advisers (at time of writing) Phil Anderson is chief executive of the Association of Financial Advisers. Prior to his current role, he served as the association's general manager, policy and professionalism for more than four years. He has previously held senior roles with Netwealth, Colonial First State, Perpetual, NAB and AMP. This is his second tenure with the AFA, having previously served as chief operating officer from 2011 to 2015.
PHIL ANDERSON | TUESDAY, 4 AUG 2026 The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of levy hikes. Read more PHIL ANDERSON | WEDNESDAY, 5 JUL 2023 The end of the 2022-23 financial year brings mixed emotions for me as this marks the effective end of the Association of Financial Advisers (AFA) in the form that we know it. Read more PHIL ANDERSON | WEDNESDAY, 8 MAR 2023 The Quality of Advice Review (QAR) has been the most important review of financial advice in more than a decade, and most pleasingly has been all about how to improve the financial advice environment to make it more efficient to provide financial advice. This ... Read more PHIL ANDERSON | FRIDAY, 8 JUL 2022 The Quality of Advice Review (QAR) has drawn a large number of submissions. Many of them have included recommendations that have the potential to make a difference in ensuring that financial advice is more accessible and affordable than is the current ... Read more PHIL ANDERSON | WEDNESDAY, 16 JUN 2021 Do you ever wonder if something similar to Standard 3 of the FASEA Code of Ethics on the ban of conflicts of interest and referral payments for financial advisers applies to other professions. Read more PHIL ANDERSON | WEDNESDAY, 3 MAR 2021 In the debate on the Hayne Royal Commission Response Bill 2020 (on annual renewal) in the Senate on 25 February 2021, there was one speech that stood out head and shoulders above the rest. Whilst other speakers were talking about responsible lending ... Read more PHIL ANDERSON | FRIDAY, 11 DEC 2020 What does the Government's announcement this week, to create a single, central disciplinary body for financial advisers mean for advisers? Read more PHIL ANDERSON | THURSDAY, 21 NOV 2019 2019 has been a very challenging year for the financial advice sector. Any time of great change will ultimately have a deeper impact upon individuals as they seek to come to terms with the change and their understanding of what that might mean for them ... Read more PHIL ANDERSON | FRIDAY, 4 OCT 2019 Anyone who has worked closely with financial advisers, knows that they are an enthusiastic and energetic group who are great with people and optimistic about the future. Read more PAGE: 1 |
Latest News
NCAs unlikely to solve retirement advice gap: HUB24, CFS
|HUB24 and Colonial First State (CFS) say the New Class of Advisers (NCA) will unlikely solve the retirement advice gap Australians face, noting the focus needs to be on helping reduce friction for those with complex advice needs.
Advised cover faces claims data test
Group superannuation insurance appears to outperform individual advised cover on some claim's measures, raising questions about the value of advice when it comes to protecting clients against disability.
ASIC stalls Sequoia bid to ditch cross guarantee deed
ASIC is again putting up roadblocks to Sequoia Financial Group's attempt to revoke the deed of cross guarantee with InterPrac Financial Planning, asking more questions and requesting more information before the group rids itself of all liabilities arising from the Shield and First Guardian disaster.
Praemium's new leadership toughens earnings yardstick
Praemium's new leadership will be keeping a close eye on costs, with new chief executive Denis Orrock noting he will make sure the technology upgrade underway translates into stronger earnings and better returns for shareholders.
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Cover Story
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SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
How technology is turning tax complexity into client clarity
What used to be a relatively simple back-of-the-envelope calculation is now much more challenging, Morningstar says.
Why Australia's financial advisers will be more valuable in 10 years, not less
Despite a rise of innovative solutions across the wealth management sector, financial advisers will prove valuable for in-person advice.
What America's $1 trillion direct indexing boom tells us about the evolution of MAs
What Australia can learn from direct indexing, a tax-efficient form of managed accounts utilised in the US.
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
