Tag: Financial Planning

Recruitment Market Snapshot

Recruitment Market Snapshot

May 2024 recruitment market snapshot, supply / demand and current salary levels. Recruitment Demand High for Client Service Managers (Administrators wit Xplan experience highly valued) High for Associate Advisers (in the main to free up Senior Advisers capacity for growth / support new business) PY Year applicants are also being sought Low for Senior Financial…

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The AFSL Market in Australia

The AFSL Market in Australia

AFSL’s and Licensing Choices for Financial Advice Practices The Australian Financial Services Licensee (AFSL) market is broader and more complex today than at any time in history. Gone are the days of large institutional Dealer Groups dominating the market with thousands of Financial Advisers as Authorised Representatives. The market is fragmented and diverse, in size,…

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Artificial Intelligence applications in Financial Planning

Artificial Intelligence applications in Financial Planning

How much impact will technology have in AFSL Services? As we conduct a review of the current AFSL market in Australia and track the pending changes in the evolution of the ‘Dealer Group’ AFSL model, a key consideration is the emergence and influence of Artificial Intelligence (AI). In this article we delve into where the…

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A brief history of the Financial Planning Industry and Dealer Groups in Australia

A brief history of the Financial Planning Industry and Dealer Groups in Australia

Back in the 1990’s the Financial Planning market was a fledgling industry seeking to carve out a space in the Investment, Superannuation and Insurance sectors. Some suggest the birth can be directly linked to the introduction of the Superannuation Guarantee (SG) in 1992. ‘Dealer Groups’ (now referred to as AFSL’s) were established by major Insurers…

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SMSF Conference Review  

SMSF Conference Review  

Fantastic conference in Melbourne hosted by the SMSF Association with a top tier array of presenters and learning about key themes in #SMSF23 and the advice sector.  Really enjoyed the Quality of Advice Review panel discussion with Michelle Levy – Author, and Paul Barrett offering insights and foresight.  Also thoroughly enjoyed the session delivered by…

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