Tag Archives: CPA

Killing Bambi: Why we nearly provisionally liquidated high profile CPA Australia

Please note that we are NOT proceeding with the provisional liquidation, but this article is for the public record for why we considered this serious option and what we did.

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Making Cents of AFSL Fees with Greg Hayes

The next session I am chairing at the CPA NSW Public Practice Conference is about the new financial planning regulations and I have an expert in Greg Hayes to explain them to me.

If you have a question then now is your chance to post below or via twitter using the hashtag #CPA14PPC #C2

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Is the gravy train ending for Financial Planners?

I will be Chairing a breakout session  titled “The new AFSL: How to Price your advice” presented by Mr Greg Hayes FCPA and director of Hayes Knight (NSW) Pty Ltd to navigate this technical minefield set to change from 1st July 2014.

Does this spell the end of old style trailing commissions structures? We will find out at 2.30pm today.

Continue reading Is the gravy train ending for Financial Planners?