Financial Advice (FoFA) Panel Discussion - Sydney 2011

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Video: As the Future of Financial Advice (FoFA) reform sweeps through the Australian wealth management industry, it is clear that many clients don't actually understand the details of the financial advice they have been receiving, nor are they entirely clear on the value they have derived from interactions with their financial planner.

As the proposed Fee for Service (FFS) regime comes into play on 1 July 2012, many financial services institutions have begun their journey towards supporting their planners and providing them with the necessary understanding to deepen their customer relationships, to deliver value and meeting their client's expectations.

Hear from our panel of experts:

- John Barton, Head of Advice (Brisbane) Head of New Client Engagement (National), Shadforth Financial Group
- Mike Chesworth, General Manager, Westpac Financial Planning
- Matt Englund, Head of Dealer Groups, BT Financial Group
- Marianne Perkovic, General Manager, Colonial First State Advice Business
- Mark Rantall, Chief Executive Officer, Financial Planning Association
- Shehan Wijetilaka, Partner, Huthwaite Asia Pacific

Category:

Education

Tags:

• Financial Advice
• Financial Planning
• Australia
• Finance
• banking