FPA talks education, outlines future agenda

12/08/16 • 15 min

Chief executive of the Financial Planning Association of Australia, Dante De Gori, speaks to journalist of Risk Adviser, Adrian Flores, about how the recent education reforms have been received by its members and addresses some the issues put forward at its recent Congress in Perth. He also talks about what will be on the FPA agenda for next year. http://www.riskadviser.com.au

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Succession planning and selling your business

For risk advisers wanting to sell their business, it is important to create a sound succession plan and sell your practice at the right time. Chris Wrightson, director and chief executive of Centurion Market Makers, speaks to journalist of Risk Adviser, Adrian Flores, about the current state of the risk practice market, as well as why risk adviser should be more aware of succession planning. http://www.riskadviser.com.au

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How can advisers help clients at claim time?

Advisers who successfully support their clients through the claims process are better able to support the subsequent tailoring and revision of their financial needs. CommInsure’s head of distribution, Olivia Sarah-Le Lacheur, discusses with journalist of Risk Adviser, Adrian Flores, about the ways in which advisers can play a more active role in assisting their clients at claim time. http://www.riskadviser.com.au