Media

The Advisers Association concludes Levy’s intent ‘lost in translation’ - Professional Planner, 2 May 2025
DBFO tranche 2 falls well short – TAA - Financial Newswire, 2 May 2025
Goals of advice reform ‘lost in translation’ with DBFO 1.5: TAA - ifa, 2 May 2025
Associations call for ‘rapidly finalising’ advice reforms - Professional Planner, 5 May 2025
Advice bodies want efficiency, long-term solutions from Mulino - Financial Standards, 14 May 2025

Advisers say financial exam is redundant - Insurance News, 6 November 2023
Adviser Exam Approaching Use-By Date - TAA - Riskinfo, 2 November 2023
Financial adviser exam should be scrapped: TA - ifa, 2 November 2023
Adviser exam past use-by date - TAA - Financial Newswire, 2 November 2023
Advice Association calls for scrapping of advice exam - Money Management, 1 November 2023
Widening the funnel -ifa, 24 October 2023
Let advisers use 'professional-judgement': The way forward for self-regulation - ifa, 10 October 2023
Ex-AMP planner calls for firm to "do the right thing" in mediation - Money Management, 9 October 2023
AMP spending goodwill it doesn't have with BOLR pushback - The Inside Adviser, 3 October 2023
AMP Court Appeal Disappointment - Riskinfo, 2 October 2023
AMP appeals class action ruling over buyout changes - Insurance News, 2 October 2023
Advisers call for self-regulation - Insurance News, 2 October 2023
How much longer for impacted AMP class action menbers? - Money Management, 28 September 2023
AMP appeals class action ruling over financial adviser valuation cuts - The Australian, 28 September 2023
TAA 'extremely disappointed' in AMP BOLR appeal - ifa, 28 September 2023
AMP's BOLR class action appeal kicks can down the road - Financial Newswire, 28 September 2023
AMP challenges BOLR court ruling - Financial Standard, 27 September 2023
The time is right for self-regulation - Adviser Voice, 26 September 2023
TAA calls for self-regulation of advice profession - ifa, 26 September 2023
AMP hit with another BOLR loss in court - Professional Planner, 30 August 2023
AMP hit with penalty following BOLR class action - Money Management, 29 August 2023
On the road to being recognised as a profession, have we turned the corner? - ifa, 28 August 2023
Phil Anderson stresses 'dire consequence' of BOLR changes - ifa, 11 July 2023
Court documents reveal AMP likely aware of mental health impact on advisers - ifa, 7 July 2023
'Unconscionable conduct': AMP lambasted in first round of BOLR battle - The Inside Adviser, 7 July 2023
AMP Board can ensure BOLR issue is consigned to history - Financial Newswire, 6 July 2023
AMP had a $1.2b BOLR liability and feared an adviser 'run' - Financial Newswire, 6 July 2023
AMP BOLR class action verdict delivered - Money Management, 6 July 2023
Court rules AMP 'went too far' with disproportionate BOLR change - Money Management, 6 July 2023
AMPFP fearful of 'BOLR run' before policy change - Money Management, 6 July 2023
Did AMPFP breach its duty to consult on BOLR change? - Money Management, 6 July 2023
Verdict made against AMP in buyer of last resort class action - Lawyers Weekly, 5 July 2023
Federal court rules against Australia's AMP in class action - Yahoo Finance, 5 July 2023
AMP considers option after BOLR class action loss - Financial Newswire, 5 July 2023
Court rules against AMP, share price tanks - Investor Daily, 5 July 2023
AMP loses BOLR changes class action - Financial Standard, 5 July 2023
Verdict reached in AMP class action - ifa, 5 July 2023
Judge Rules Against AMP in BOLR Class Action - Risk Info, 5 July 2023
'Good feeling': AMP planners prevail in BOLR class action - Professional Planner, 5 July 2023
BOLR verdict ends a long and sorry chapter - Professional Planner, 5 July 2023
Advisers want 'guardrails' to go with advice reforms - Insurance News, 26 June 2023
JAWG meets with Jones to discuss QAR implementation - Money Management, 15 June 2023
QAR measures to ease advisers' burdens - Money Management, 15 June 2023
TAA welcomes Government's formal response to QAR - Adviser Voice, 14 June 2023
Industry Groups Generally Welcome QoA Review Decisions - Risk Info, 13 June 2023
What even is good advice? - ifa, 26 May 2023
Warning on Consumer Confusion - Risk Info, 23 May 2023
Experience pathway could create two adviser tiers - Financial Standard, 23 May 2023
Industry is 'over-complicating' experience pathway - ifa, 23 May 2023
Is the experience pathway overcomplicating advice? - Money Management, 23 May 2023
Need to simplify the adviser qualifications conversation - Financial Newswire, 23 May 2023
Drop separate labelling of advisers - SMS Magazine, 22 May 2023
TAA concerned adviser education reforms may cause confusion - Insurance News, 22 May 2023
'No doubt' advocacy is number one priority: FAAA - Professional Planner, 24 April 2023
Adviser education standards reform feedback sought - Insurance News, 24 April 2023
Industry demands limitations on proposed experience pathway - ifa, 19 April 2023
TAA warns of 'back to the future' return to vertical integration - Money Management, 19 April 2023
Warning on re-emergence of vertical integration from QAR - Financial Newswire, 19 April 2023
The sun won't set on the experience pathway - Professional Planner, 18 April 2023
Call for 'Guardrails' Around Some QoA Recommendations - riskinfo, 18 April 2023
How can the advice industry collectively improve the PY? - Money Management, 24 March 2023
Advisor peak body calls for co-ordinated action to take profession forward - InsuranceNews.com.au, 20 March 2023
Act now to address the adviser gap - Adviser Voice, 17 March 2023
Make it minimum 15 years for experience pathway: TAA - Professional Planner, 17 March 2023
TAA calls for proactive action to address consumer demand for advice in next decade - ifa, 20 March 2023
Special education approach mooted to retain older advisers - Financial Newswire, 20 March 2023
TAA urges active recruitment for industry sustainability - Financial Standard, 17 March 2023
QoA Review A New Way Forward, But Further Consultation Needed - RiskInfo, 10 February 2023
Advice industry welcomes 'reset' from QOA Review - Money Management, 13 February 2023
'Good versus best': Quality of Advice final report pushes for new advice definition - InsuranceNews.com.au, 13 February 2023
QoA good advice duty follows Hayne call - SMS Magazine, 9 February 2023
Plea from finance sector for 'urgent action' on advice deregulation - Australian Financial Review, 2 February 2023

Call for higher eduction bar for general, simple advice providers - Riskinfo, 6 December 2022
'Set a higher bar': advisers flag need for education changes - InsuranceNews.com.au, 5 December 2022
Time to set a higher bar - Adviser Voice, 1 December 2022
Upgrade, re-number and impose RG146 for simple advice - Financial Newswire, 1 December 2022
'Time to set a higher bar': TAA - Money Management, 1 December 2022
'An accreditation for its time': TAA proposes upgrade for RG 146 - Professional Planner, 30 November 2022
TAA urges higher education bar for non-relevant advice providers - ifa, 30 November 2022
The financial advice experience: what does the modern client want? - ifa, 14 November 2022
Sophisticated investor criteria under scrutiny due to financial pitfalls - The Australian, 1 November 2022
Affordable advice could again become a reality - Adviser Voice, 30 September 2022
Affordable advice could again become a reality - Industry Group - Risk Info, 4 October 2022
Advisers, planners support Quality of Advice Review paper proposals - Insurancenews, 3 October 2022
Will affordable financial advice make a comeback? - Financial Newswire, 30 September 2022
The finfluencers shaping investment advice for the TikTok generation - The Australian, 17 September 2022
What to do about keyboard warriors - 64Media, 19 September 2022
How 'finfluencing approaches' can make an adviser better - ifa, 13 September 2022
Michelle Levy confident QAR process will 'turn into law quickly' - ifa, 5 September 2022
A breath of fresh air - Groups react to Quality of Advice Review proposal paper - ifa, 31 August 2022
Treasury paper proposes axing tertiary requirement for 'experienced' advisers - Insurancenews, 29 August 2022
"Which problem are we trying to solve?" - Adviser Voice, 29 August 2022
'We dont want to repeat the FASEA model' - What education standards model must address - ifa, 29 August 2022
Treasury paper proposes axing tertiary requirements for 'experienced' adviers - Insurancenews, 29 August 2022
Two problems - Exodus of Advisers and Recognising Advice as a profession - RiskInfo, 29 August 2022
Financial planners should have the same freedoms as finfluencers - AdviserVoice, 28 July 2022
Should advisers and finfluencers have the same regulation? - Money Management, 27 July 2022
Latest poll: Level playing field for simple advice - RiskInfo, 26 July 2022
Level playing field call for simple advice - RiskInfo, 26 July 2022
Rise of finfluencers draws concern from financial planners - ifa, 26 July 2022
Diminishing adviser numbers led to AMP associations banding together - Professional Planner, 11 July 2022
Quality of Advice review must 'remove adviser and licensee fear' - ifa, 5 July 2022
Up and away with TAA: Adviser peak bodies merge - insurance NEWS.com.au, 4 July 2022
The fear factor - ifa, 04 July 2022
5 things you need to know this week - The Inside Network IN, 1 July 2022
The Authorised Representatives Association to merge with The Advisers Association - Adviser Voice, 1 July 2022
Adviser associations to merge - Financial Standard, 30 June 2022
TAA confirms merger - ifa, 30 June 2022
Two financial planning member organisations to merge - Money Management, 30 June 2022
Australian financial planning trade bodies merge - Inernational adviser, 29 June 2022
AMP adviser associations merge - Professional Planner, 29 June 2022
Insurers, industry funds at loggerheads over adviser commissions - Financial Review, 27 June 2022
Upfront life commissions should be raised: The Advisers Association - insuranceNEWS.com.au, 27 June 2022
And now for some good news - Money Management, 27 June 2022
Increase commission for life insurance to reduce underinsurance - Money Management, 22 June 2022
Warring finance sector unites to make advice affordable - Financial Review, 21 June 2022
Advice sector 'has done more than should be required' to be recognised as profession - ifa, 21 June 2022
Industry defies ALRC's retail client definition proposals - Money Management, 21 June 2022
Advice requirements confusing, complex: JAWG - Financial Standard, 21 June 2022
Industry push for advice regime change - sms Magazine, 21 June 2022
Industry Groups Seek Quick Decisions from New Government - riskinfo, 24 May 2022
FPA asks next parliament to prioritise adviser pain spots - IFA Magazine, 28 April 2022
CSLR - is the cure worse than the disease? - AdviserVoice, 20 April 2022
CSLR - is the cure worse than the disease? - Money Management , 20 April 2022
CSLR - is the cure worse than the disease? - RiskInfo, 19 April 2022
Advisers Association calls for ‘stalled’ CSLR to be reconsidered post-election - ifa, 19 April 2022
Is this election the most important in financial services history? - ifa, 13 April 2022
Advice value proposition hinges on scalable delivery methods- AMP - Professional Planner, 13 April 2022
Product and advice must be separated to make industry a ‘genuine profession’ - ifa, 30 March 2022
How do you really separate product from advice? - ifa, 28 March 2022
TAA suggests careful approach on financial law reforms - insuranceNEWS.com.au, 14 March 2022
ALRC needs to 'tread carefully' with simplifying Corporations Act: TAA - Money Management, 9 March 2022
TAA calls for prudent pace for reforms - Financial Standard, 8 March 2022
Calls to separate financial advice from product 'long overdue' - ifa, 8 March 2022
Jones promises to clean up 'Mickey Mouse job' of advice education standards - ifa, 25 February 2022
SEQ Advice MD appointed TAA Chair - insuranceNEWS.com.au, 21 February 2022
Advisers Association names new chair - Money Management, 16 February 2022
The Advisers Association appoints chair - Financial Standard, 16 February 2022
'The pendulum has swung too far': Why advice industry should be 'optimistic' ahead of election - ifa, 24 January 2022
'Until everybody's qualified, we'll never be seen as a profession': TAA CEO - ifa, 20 January 2022
Changes must be made to avoid adviser exodus by 2026 - ifa Podcast, 19 January 2022

Op-ed: We can’t have our cake and eat it - ifa, 20 December 2021
'Add me to the statistics': Advisers planning to exit industry in 2026 - ifa, 23 November 2021
Why advice sector is primed for another 'mass exodus' in 4 years - ifa, 23 November 2021
Op-ed: The hidden exodus of financial advisers - ifa, 22 November 2021
Robo 2.0: Threat or opportunity? - Money Management, 29 October 2021
Financial advice needs modern definition - Money Management, 27 October 2021
FSC white paper sets out way forward for advisers - insuranceNEWS.com.au, 18 October 2021
'Why should we trust the FSC?': Industry reacts to new proposed advice framework - ifa, 15 October 2021
Industry mixed over FSC advice framework - Financial Standard, 15 October 2021
FSC whitepaper 'giant leap forward' for advice: TAA - Money Management, 15 October 2021
The invisible demand for financial advice - Money Management, 15 October 2021
AMP-linked adviser body seeks new advice model - insuranceNEWS.com.au, 6 September 2021
ASIC Levy temporary respite underscores need for collaboration - Adviser Voice, 2 September 2021
ASIC levy relief ‘underscores’ need for collaboration with industry - ifa, 1 September 2021
AMP-linked advisers join push for ASIC levy change - insuranceNEWS.com.au, 9 August 2021
TAA renews calls for exiting institutions to pay ASIC Levy - Adviser Voice, 5 August 2021
Industry exit no excuse to avoid regulatory costs - Money Management, 4 August 2021
Second call for Aussie firms leaving advice market to pay levy - International Adviser, 3 August 2021
Exiting major institutions should pay ASIC levy - ifa, 3 August 2021
Call For Banks to Share ASIC Funding Levy Costs - riskinfo, 3 August 2021
AMP resets 'broken' fee model - Daily Telegraph, 26 July 2021
AMP shakes up advice service model - Financial Standard, 26 July 2021
AMP in wealth shake-up - InvestorDaily, 26 July 2021
AMP casts off shackles of pre-Hayne wealth model - Financial Review, 26 July 2021
AMP launches new advice model after damning royal commission 'lit a fire' - Brisbane Times, 26 July 2021
Collaboration needed for future financial advice - Money Management, 23 July 2021
AMP's Hartley discusses future business model with advisers - Professional Planner, 12 April 2021
AMP hands final marching orders to terminated advisers - ifa, 9 April 2021
Aggrieved AMP planners appeal to new boss - Financial Review, 5 April 2021
Call for banks to pay advice 'exit fee' and subsidise adviser levy - Professional Planner, 24 March 2021
ASIC Levy - Call for Extra Charge on Exiting Banks, Institutions - riskinfo, 22 March 2021
Adviser body wants exiting banks to share ASIC levy burden - insuranceNEWS.com.au, 22 March 2021
'It's simply not good enough': should big banks cover industry levy? - ifa, 19 March 2021
Banks should pay advice exit levy: TAA - Financial Standard, 18 March 2021
Call to impose an exit fee on big banks to pay ASIC levy - Money Management, 18 March 2021
'Call a spade a spade': Industry body urges renaming of general advice - ifa, 2 March 2021
Restrict use of word 'advice' unless that is what it really is - Money Management, 2 March 2021
Adviser body wants clarity over 'advice' description - insuranceNEWS.com.au, 1 March 2021
Time to stop calling it advice, when it's not - TAA - riskinfo, 1 March 2021
Calls grow for the term 'advice' to be reserved for personal use - Professional Planner, 1 March 2021
Are one-man bands going extinct? - ifa, 10 February 2021
'Double whammy': Some AMP firms' value reduced by up to 90% - ifa, 4 February 2021
What next for AMP Advisers? - ifa (The ifa Show podcast), 3 February 2021
New ASIC Advice Unit Proposed - riskinfo, 25 January 2021
Providing simple advice simply will reduce cost - Money Management, 22 January 2021
Adviser body calls for new ASIC advice unit - ifa, SMSF Adviser, 21 January 2021
AMP provides external coaching for 80 advice practices - Professional Planner, 18 January 2021
AMP adviser numbers shrivel - Financial Standard, 12 January 2021

Almost 3000 advisers gone in 2020 - Financial Standard, 18 December 2020
Inside AMP's 'Weaponisation' of BOLR Exit Audits - IFA, 18 December 2020
Does FASEA Code of Ethics signal defeat on accessibility of personal financial advice? - Adviser Voice, 10 November 2020
FASEA code intent, guidelines at odds - IFA, SMSF Adviser, 10 November 2020
Ongoing "Confusion and Uncertainty" on FASEA code guidance - riskinfo, 10 November 2020
Adviser body calls out 'narrow focus' on clients in draft ethics code - insuranceNEWS.com.au, 9 November 2020
Time for changes: Rice Warner calls for new advice regime - insuranceNEWS.com.au, 26 October 2020
ASIC concedes failure of early super SOA relief - IFA, 23 October 2020
AMP claims adviser class action precludes answering BOLR questions - Money Management, 14 October 2020
AMP hits back at class action, says buy-out policy changes needed to avoid BOLR run - Lawyerly, 12 October 2020
Australia's AMP sparks buyout talk with comapnywide review - Reuters, 16 September 2020
XY Adviser Podcast #199 Neil Macdonald - YouTube, Spotify, Stitcher, Apple iTunes, 14 September 2020
AMP deed of release bars advisers from joing class action - Financial Standard, 7 September 2020
AMP contract prevents planners from joining class action - Sydney Morning Herald, 5 September 2020
We can't afford to lose Hayne's momentum - Money Management, 4 September 2020
Labor backs AMP advisers on BOLR - Money Management, 1 September 2020
AMP does not treat advisers fairly: Poll - Financial Standard, 1 September 2020
Labor intensifies push for AMP culture inquiry - Financial Review, 26 August 2020
Adviser Association responds to De Ferrari - IFA, 13 August 2020
TAA supportive of members in class action - riskinfo, 4 August 2020
AMP Financial Planning hit with two more class actions - Insurance News, 3 August 2020
More advisers join AMP class action ranks - Investor Daily, IFA, 30 July 2020
Aggrieved planners hit AMP with class action - Financial Review, 29 July 2020
'No moral fibre': AMP advisers launch class action against wealth giant - Sydney Morning Herald, 29 July 2020
Class action filed against AMP on BOLR - Money Management, 29 July 2020
AMP Bank adviser loans in ombudman's sights - IFA, 20 July 2020
Big Super leans in on AMP's gender problem - Financial Review, 15 July 2020
ASIC not looking at AMP BOLR issue - Money Management, 15 July 2020
ASIC puts BOLR on backburner - IFA, 15 July 2020
AMP face another inquiry over behaviour to financial planners - ABC News, 15 July 2020
AMP faces probe on Pahari promotion, planner treatment - Financial Review, 15 July 2020
Extended interview with Deborah O'Neill - The Business, ABC, 15 July 2020
AMP adviser class action ‘imminent’ - IFA, 14 July 2020
ASBFEO refers over 60 cases from former AMP advice businesses - My Business, 14 July 2020
Jennifer Mogg appointed to The Advisers Association Board - Adviser Voice, IFA, Financial Standard, 2 July 2020
AMP boss warns class action industry will lead to job losses, business failures - Sydney Morning Herald, 30 June 2020
AMP responds to calls for BOLR investigation - IFA, 30 June 2020
AMP BOLR fairness – MP asks ASIC to investigate - Professional Planner, 29 June 2020
Calls to investigate treatment of AMP advisers - Financial Standard, 26 June 2020
Senator calls for AMP probe as planners' debt soars - Sydney Morning Herald, 25 June 2020
AMP advice plan reaches next stage, exodus continues - Professional Planner, 25 June 2020
Could relief on advice compliance save consumers? - Financial Standard, 2 April 2020
Swamped AMP planners demand COVID-19 relief - Financial Review, 30 March 2020
Advice groups criticise rushed legislation - Financial Standard, 4 March 2020
Hayne pain persists for troubled AMP - Financial Review, 14 February 2020
Two adviser groups merge - Insurance Business Mag, 13 February 2020
De Ferrari unaware of legal action - Financial Standard, 13 February 2020
De Ferrari accepts bonus hike as AMP takes a bath on profit - Professional Planner, 13 February 2020
AMP Financial Planners Association and Hillross Advisers Association merge to form The Advisers Association - Adviser Voice, 13 February 2020
AMP linked financial advice associations merge - SMS Magazine, 12 February 2020
Too early to get bullish on AMP as class actions loom - Financial Review, 12 February 2020
ampfpa merges with Hillross Advisers Association - Money Management, 12 February 2020
ampfpa action progresses; associations merge - Financial Standard, 12 February 2020
Plea for AMP Financial Planning mediation - SMS Magazine, 3 February 2020
One more twist in AMP’s troubled tale - Financial Review, 3 February 2020
AMP urged to mediate with exiting advisers - IFA, 3 February 2020
AMP urged to commit to mediation with planners - Money Management, 31 January 2020
Financial advisers drop high court bid to save $2b in kickbacks - Financial Review, 29 January 2020

Media Releases

Media Enquiries

Media Mentions