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 | 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 |
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Cover Story
Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.