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It’s the season of giving and what better way to show love and support to your family than ti gift your children or grandchildren some much needed cash.

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Read our snapshot article on the latest superannuation makeover 

CEO< Paul Forbes, acceptance speech

Australian Advice Network (AAN) was awarded the ‘Independent Financial Adviser- Best New Licensee’ on Friday 12 August 2016.

Excellence Awards Evening

“This award recognises the financial planning Licensee that has created the most effective business from start-up phase.  Based on business growth metrics and the support of individual advisers, the award considers the activities, strategies and actions of the group in terms of adviser recruitment and retention, as well as the success of individual advisers in supporting the groups overall growth and development”

AAN is our licence, which we started in March 2015, as part of our strategy to retain an advice business  that is not owned by any bank, financial product manufacturer or institution. The licence provides our framework for providing personal financial advice, both by meeting all our regulatory requirements and also protecting you through the training, monitoring and supervision of our advisers.  Sixteen months in, we believe this is recognition of the quality of the licence we have built and its achievement of its primary goal which is a licence that provides advice that clients have been asking for and deserve.

Thank you to all our clients for their patience through this transition and hopefully this endorsement by the IFA will give you additional comfort that we are on the right track.

Best Regards

Paul Forbes

CEO Australian Advice Network

Guide Financial sponsored a hole at the Mooloolaba Primary School Golf Day on Sunday the 14th.

Our team had a great day at the Caloundra Golf Club and appreciated being able to support a worthy cause.

Signage at sponsored hole at Caloundra Golf Course

The team playing for Guide Financial. Marc Venter, David Barnett, Chad McHeyzer and Bradley Wall

We now have an election result which in normal circumstances would mean we have a clearer understanding of the policy direction over the next few years.  This result, however, means there will be a lot of negotiation before we see the final position on issues such as the controversial superannuation changes proposed by the Government during the May budget.

Comparison of policies summary

The linked table gives a quick update on the key financial services policies so you have a concise view of the policy positions of the likely MPs and Senators.

Fundamentally Guide Financial and our group, the Australian Advice Network, is opposed to any changes that can be deemed as retrospective as this undermines the confidence of contributors to superannuation.  If you can’t be confident of the treatment of your savings when you retire, why agree to lock it into an environment where you have very limited access until age 65 or beyond.

We and our industry bodies as well as accountants and their industry bodies continue to lobby government for changes to their proposed policies so this is not a done deal. The Senate will be a very difficult place for legislation to be enacted and Mr Turnbull and his government cannot begin to pretend they have a mandate for their policies.

Some of Australia’s best non-aligned financial advice practitioners and businesses have been recognised as finalists in the prestigious 2016 ifa Excellence Awards.

Sterling Publishing head of wealth Russell Stephenson, in conjunction with principal partner Colonial First State, has today announced 86 finalists shortlisted across 14 categories. “We have had a fantastic response to this year’s awards. I’d like to say congratulations to these leading advisers and practices. The finalists will now go through a comprehensive judging process conducted by industry and business experts,” Mr Stephenson said. “Now in its third year, the ifa Excellence Awards sets a benchmark for quality in the independent and non-aligned space.”

The winners will be announced at a five-star business luncheon on 12 August at Sofitel Sydney Wentworth. For more information or to book your ticket, visit http://www.ifa.com.au/ifaawards

Australian Advice Network, our financial services licence, is a finalist in the ‘Best New Licensee’ category.

Individual Awards

Company Awards

Congratulations Toni Mcheyzer, the years of study have paid off! We are very proud of the high commendation you achieved in your Bachelor of Commerce Degree (majors in Accounting and Financial Planning). It is great to have you on board this year in the Guide Financial team.