Understanding financial planning qualifications in Australia
Industry Information / Qualifications

Understanding financial planning qualifications in Australia

by AdviserHead on Nov 20, 2012 • No Comments
Nearly every day I get asked to explain the qualifications needed to be a financial planner so I thought I’d shed some light on the issue here. The Australian Securities and Investments Commission’s (ASIC’s) Regulatory Guideline 146 (RG146) sets out the minimum financial educational standards required to be licensed as...
Female Financial Advisers...What do they need?
Continuing Professional Development / Development / Personal Brand

Female Financial Advisers…What do they need?

by AdviserHead on Feb 26, 2012 • No Comments
 In my career, I’ve been asked many times over the years to contribute my thoughts on how/what a group especially developed for female Financial Advisers should include. In each instance my thoughts have never changed and essentially come down to a few key points namely: - what will help...
Personal Branding and Recruitment
Careers / Personal Brand / Social Media

Personal Branding and Recruitment

by AdviserHead on Jan 21, 2012 • No Comments
Not so long ago, people spoke a lot about reputation and credibility. Today the phrase I hear a lot is ‘personal brand’. So what does ‘personal brand’ mean? Well, from our point of view here at AdviserHead, it’s a modern way of saying reputation and credibility! Though in our modern world, it...
Avoiding Interview Stress
Development / Interviews / Training

Avoiding Interview Stress

by AdviserHead on Jan 5, 2012 • No Comments
I know there have been reams of advice and books written on this topic, but AdviserHead is going to try and highlight a couple of areas that I find help me. You may already been doing these things or maybe you’re not, either way, this post isn’t huge so it won’t take...
Recruitment and Corporate Branding
Careers / Industry Information / Personal Brand

Recruitment and Corporate Branding

by AdviserHead on Dec 30, 2011 • No Comments
  How much does our perception of a company influence our desire to work there? What is it that we’re looking for? How much are companies able to deliberately control our perceptions of them? Does it all come down to very clever marketing people or do companies really live up...
Latest entries
Recruitment is not a science!
Industry Information / Interviews

Recruitment is not a science!

by AdviserHead on Apr 2, 2012 • No Comments
Throughout my 20+year career in Human Resources and Recruitment, I’ve had numerous discussions about the merits of various recruitment techniques. I think nearly every person can think of times when a rejected candidate has turned out to be a ‘star’ or a hired ‘star’ has turned out to be a disappointment. For me, the most...
Women and Financial Planning
Development / Events / Industry Information

Women and Financial Planning

by AdviserHead on Mar 20, 2012 • No Comments
Yes we all recently acknowledged International Women’s Day earlier this month, but we think it should be something thought about much more often than once a year. This is why today’s AdviserHead instalment is going to post two questions about women and financial planning. 1. Do we have enough women in the financial planning industry as a...
FOFA - The never ending rollercoaster
ASIC / Industry Information / Regulations

FOFA – The never ending rollercoaster

by admin on Mar 19, 2012 • No Comments
At AdviserHead we’re probably feeling much like many others in the financial planning industry. Its a bit disheartening that, after all this time, the Government still hasn’t managed to bring clarity and confidence to the financial planning industry in terms of the reforms they’re trying to introduce. The debate continues to rage about how the Government should...
Shorten and FOFA reforms - Are we there yet?
ASIC / FOFA / Regulations

Shorten and FOFA reforms – Are we there yet?

by AdviserHead on Mar 3, 2012 • No Comments
It seems everyone will be waiting a bit longer for any sort of outcome in the governments review of the Future of Financial Advice changes. Despite ASIC’s Shadow Shopping revealing that some financial planners still have a way to go in terms of delivering quality financial advice to their clients, I would think that reviewing 64...
What's the future of FOFA?
ASIC / FOFA / Regulations

What’s the future of FOFA?

by AdviserHead on Mar 1, 2012 • No Comments
Just when we were hoping to see a light at the end of the tunnel, the latest from Canberra seems to be confusing the issue for the industry and the general public even more. The feedback AdviserHead is getting highlights that not only are people in financial planning getting sick of all the indecision and changes but...
FOFA 'Opt-In': Protecting Clients or Frustrating Them?
ASIC / FOFA / Industry Information

FOFA ‘Opt-In’: Protecting Clients or Frustrating Them?

by AdviserHead on Feb 24, 2012 • No Comments
The debate is still raging about what is or isn’t needed to improve our financial planning industry and help clients to feel more confident. Here AdviserHead will offer a couple of interesting points of view. Firstly, with my consumer/client hat on. In this guise I have a real problem with being annoyed by my Financial Adviser every...
Financial Planners and Compliance
Compliance / Due Diligence / FOFA

Financial Planners and Compliance

by AdviserHead on Feb 22, 2012 • No Comments
Lately I’ve been speaking with a lot of people who are new to Financial Planning and I’ve noticed a bit of a theme to their questions. Basically they’re trying to understand the issues of compliance so an AdviserHead post was born. Whilst these people may have learnt the fundamentals of compliance during their studies, they still have...
Business Coach / Business Development / Training

Sales Skills Semantics

by AdviserHead on Feb 20, 2012 • No Comments
Just what are employers or recruiters really looking for when they advertise for ‘sales’ skills in financial planning job advertisements? As a recruiter, I get asked this question quite frequently. In this latest AdviserHead instalment, we’re going to explore what I look for when I’m speaking with candidates. Let’s start with: What is ‘selling’? Here’s one...

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