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Read more about the article The 5 biggest benefits to you of being the first and only recognised profession in financial advice

The 5 biggest benefits to you of being the first and only recognised profession in financial advice

  • Post author:PIFA Admin
  • Post published:June 28, 2022
  • Post category:Featured

Earlier this month PIFA hosted a ‘Fireside Chat’ online, where members and directors gathered to share ideas in a friendly and informal setting. Lots of good things came out of…

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Read more about the article Why being a recognised professional is about more than promising not to break the law

Why being a recognised professional is about more than promising not to break the law

  • Post author:PIFA Admin
  • Post published:November 16, 2021
  • Post category:Talking Point

Right now the media and other industry talking heads are claiming that we’re all professionals, that financial planning has become a profession. Not so. ASIC and FASEA have imposed new…

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Read more about the article Professional recognition for PIFA is one step closer

Professional recognition for PIFA is one step closer

  • Post author:Daniel Brammall
  • Post published:October 27, 2021
  • Post category:Featured

We are delighted to announce the engagement of former Director of Professional Standards Regulation for the Professional Standards Authority, John Rappell. John has agreed to work exclusively with PIFA which…

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Symposium 2021

Symposium 2021

  • Post author:Daniel Brammall
  • Post published:October 27, 2021
  • Post category:Featured

PIFA’s plans to hold the member annual Symposium have been in limbo due to Covid and, even though the lockdowns in ACT, Vic and NSW are lifting, the situation is…

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Read more about the article It is now illegal to remain silent about your independence

It is now illegal to remain silent about your independence

  • Post author:Daniel Brammall
  • Post published:April 28, 2021
  • Post category:Talking Point

For over twenty years it has been illegal for financial planners to use the terms ‘independent’, ‘impartial’ or ‘unbiased’ to describe their services without meeting stringent requirements under the law.…

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Read more about the article Singing From The Same Hymn Sheet

Singing From The Same Hymn Sheet

  • Post author:Daniel Brammall
  • Post published:November 2, 2020
  • Post category:Featured

At a time when a celebrity financial planner is being very publicly prosecuted for dishonest conduct, and the banks are being forced to hand back to their customers billions of…

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Read more about the article Independence: don’t throw the baby out with the bathwater

Independence: don’t throw the baby out with the bathwater

  • Post author:Daniel Brammall
  • Post published:October 20, 2020
  • Post category:Featured

“Banning conflicts is impossible so we shouldn’t bother.” It’s an opinion appearing in the trade press commonly now and the problem with that is it’s untrue. The culprit, I believe,…

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Read more about the article The Origin Of The Professions: From Barbers To Surgeons

The Origin Of The Professions: From Barbers To Surgeons

  • Post author:Daniel Brammall
  • Post published:July 21, 2020
  • Post category:Featured

Dr Simon Longstaff AO (Board member at FASEA and executive director of the Ethics Centre) delivered an insightful keynote at a PIFA annual Symposium which colourfully explains how the professions…

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Read more about the article Veteran Secrets To Redefining – And Monetising – Your Financial Planning Business

Veteran Secrets To Redefining – And Monetising – Your Financial Planning Business

  • Post author:Daniel Brammall
  • Post published:July 15, 2020
  • Post category:Featured

Financial planning should be, we believe, an engaging and uplifting experience for the client who is, after all, planning his or her future. The challenge is to engage with your client…

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Read more about the article Creating Great Expectations

Creating Great Expectations

  • Post author:Daniel Brammall
  • Post published:July 10, 2020
  • Post category:Featured

The lack of clearly understood expectations is the source of all sorts of strife in relationships, the cause of most conflicts, and the beginning of poor performance. In an adviser-client…

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