Future of Finance 2021 – The Future of Advice
Financial planners have been subject to constant change. From the industry’s earliest days, changes in regulation, strategy and product have been an annual occurrence. The pace of change has rapidly increased, fuelled by technological advances and the prevalence of commentary on social media.
In the current volatile economic conditions, it is even more important that consumers receive sound guidance about their finances. Most Australians are unable to manage their finances without support due to the complexity of markets, products, legislation, and taxation. Few people have the financial literacy to navigate through this alone.
How will we build a simpler and less costly financial advice system? Affordable and accessible financial advice for all Australians is a critical component of our economic recovery from the impact of COVID-19.
How can stakeholders from across the industry ensure a sustainable advice system in the years to come?
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Speakers
Phil Anderson
Phil Anderson was appointed the Acting CEO of the Association of Financial Advisers (AFA) in March 2021. Prior to this Phil was the General Manager Policy and Professionalism with the AFA.
Phil has spent over 7 years at the AFA in two different stints. He has previously worked for Netwealth as General Manager Governance and Advice, and Colonial First State, where he was the Head of Risk Management & Compliance for the CFS Advice business. Phil has been in the financial services industry for 25 years, having also worked with AMP, MLC and Perpetual.
At the AFA, Phil has been responsible for policy and the implementation of the requirements of the Professional Standards legislation and the Royal Commission Recommendations. Phil has previously been integrally involved in the FoFA, TASA, Education/Professional Standards and the early stages of the Life Insurance Framework debates including driving the development of submissions to FASEA, Treasury, ASIC, the Tax Practitioners Board and Parliamentary Committees.
Phil is a CPA and has a Bachelor and Masters of Commerce along with the DFP and ADFP.
Zach Castles
Zach has over seven years’ experience working directly in government, parliament and consulting in Australia, the United Kingdom and New Zealand.
He began his career as a researcher to the New Zealand Prime Minister, later advising two senior ministers in the government. Zach has helped develop corporate and government affairs strategies for multinational companies, professional bodies and industry associations as a consultant in the UK, this included a stint working for a minister immediately following the EU referendum. More recently he led the office of the current Financial Services and Superannuation Minister in Australia. Zach joined the FSC in 2019 where he leads the peak body’s financial advice portfolio.
Zach holds a Bachelor’s degree in International Relations and Political Science and is undertaking his Diploma in Financial Planning.
John Corcoran F FIN
John Corcoran is a financial services professional with 20 years of experience in advocacy, compliance, education and technical functions.
John has developed a deep understanding of financial services’ legislative, regulatory and compliance frameworks and has practical experience of Government and Regulatory policy formation.
Prior to joining MLC 2020, John held roles at CBA and AMP in governance, education, advice design and regulatory reform.
John holds education qualifications and a Master of Financial Planning and is the current chair for FINSIA’s Advice and Services Industry Council.
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