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…
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…
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…
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…
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.…
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…
“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,…
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…
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…
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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