OTG Capital - Blog #AIOFPOTG Capital - Blog #AIOFPhttps://www.otgcapital.com.au/blogs/tag/aiofpThu, 07 May 2026 18:49:44 +1000http://zoho.com/sites/<![CDATA[Election Cycles, Conference - Dollars & Making Sense 26 Nov 2024]]>https://www.otgcapital.com.au/blogs/post/election-cycles-conference-dollars-making-sense-12-nov-2024It is topical to discuss the upcoming election cycle, and what's going to matter to politician and members alike. With superannuation, advice fees and taxes on unrealised gains on the agenda, there's sure to be some hot discussions and possibly tempers as well.]]>
choosing an adviser
We welcome back Peter Johnston, Executive Director of the Association of Independently Owned Financial Professionals (www.aiofp.net.au) and given the association's annual conference in Canberra at the end of November, it is topical to discuss the upcoming election cycle, and what's going to matter to politician and members alike.  With superannuation, advice fees and taxes on unrealised gains on the agenda, there's sure to be some hot discussions and possibly tempers as well.  PJ will discuss this inside skinny on who's who in the avenues of power.

@FMRNB

@Radio Northern Beaches                                                                                               

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]]>Tue, 26 Nov 2024 09:00:00 +1100<![CDATA[An Election is on the way - Dollars & Making Sense 1 Oct 2024]]>https://www.otgcapital.com.au/blogs/post/an-election-is-on-the-way-dollars-making-sense-1-oct-2024With a looming federal election within the next 6-9 months, there is agitation in Canberra. There are a number of key initiatives to be wrangled and fought for, and having the ear of elected officials in marginal seats appears one strategy that appears to work.]]>
choosing an adviser
With a looming federal election within the next 6-9 months, there is agitation in Canberra and we welcome Peter Johnstone, executive director of the Association of Independently Owned Financial Professionals to discuss their national conference later this year to be held in Canberra.  There are a number of key initiatives to be wrangled and fought for, and having the ear of elected officials in marginal seats appears one strategy that appears to work.  Tune in to find out what's hot on Peter's agenda.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 01 Oct 2024 09:00:00 +1000<![CDATA[The Politics of Finance - Dollars & Making Sense 12 Dec 2023]]>https://www.otgcapital.com.au/blogs/post/the-politics-of-finance-dollars-making-sense-12-dec-2023chat about AIOFP December industry conference where a number of notable politicians will be invited to posit their views on the finance industry, advice sectors and various policies]]>
choosing an adviser
We welcome Peter Johnstone, executive director of the Association of Independently Owned Financial Professionals to chat about their December industry conference where a number of notable politicians will be invited to posit their views on the finance industry, advice sectors and various policies that are currently the subject of much debate including accreditation, regulation, industry fees and charges and taxation policy.  Sounds early but Peter is suggesting the election cycle is about to commence, and its usually prudent to get in early.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 12 Dec 2023 09:00:00 +1100<![CDATA[AIOFP Darwin Conference - Dollars & Making Sense - 21 June 2022]]>https://www.otgcapital.com.au/blogs/post/aiofp-darwinWe discuss the AIOFP Darwin conference, a change of government and the changes afoot in the financial advice industry]]>
Buy now, pay later, not all that it is cracked up to be

We welcome back Phil Osborne to the microphone to work through a wrap up of the AIOFPs recent conference in Darwin.  Phil has a wonderful story to tell us about his "adventures" as well as some good grist for the mill in relation to the Advice Industry, change of government and what's coming up in the market for planners and our clients.

Dollars & Making Sense, a weekly show about money, finance and investing


@RNB

@Radio Northern Beaches

]]>Tue, 21 Jun 2022 09:00:00 +1000<![CDATA[Endangered Advisers - Dollars & Making Sense - 5 April 2022]]>https://www.otgcapital.com.au/blogs/post/endangered-advisersFinancial advisers are an endangered species and in the run up to the Federal Election, AIOFP head, Peter Johnston explains why]]>
Elderly women are increasingly taking on estate planning burden

Financial advisers are an endangered species and the current government has done little to allay their fears nor abate their decline in membership and spiraling costs.  Why should you care?  Because having access to value for money advice will become increasingly important as we retire with more funds than ever before thanks to Keating's superannuation reforms.  Listen in as we chat to Peter Johnston, Exec Director at the Assoc of Independently Owned Financial Professionals (AIOFP).


Take the opportunity to listen to the experts on Dollars & Making Sense.


@RNB

@Radio Northern Beaches

]]>Tue, 05 Apr 2022 09:00:00 +1000<![CDATA[Tail or Dog? - Dollars & Making Sense - 22 Mar 2022]]>https://www.otgcapital.com.au/blogs/post/tail-or-dog-dollars-making-sense-22-mar-2022Is the compliance tail wagging the advice industry dog? Tune in to find out on Dollars and Making Sense]]>
Is the compliance tail wagging the advice industry dog?

Compliance in the advice & finance industry, is the "tail wagging the dog"?  This week we return to Phil Osborne, compliance expert and Responsible Manager, who has been taking a closer look.  There is more than meets the eye as we explore the wagging dog, fleas and all.


Take the opportunity to listen to the experts on Dollars & Making Sense.


@RNB

@Radio Northern Beaches

]]>Tue, 22 Mar 2022 08:51:46 +1100<![CDATA[Comp Scheme of Last Resort Dollars & Making Sense - 9 Nov 2021]]>https://www.otgcapital.com.au/blogs/post/comp-scheme-of-last-resort-dollars-making-sense-9-nov-2021compensation scheme of last resort, why is the legislation SO WRONG? find out when we discuss with Peter Johnston from the AIOFP]]>
plan for the unexpected

Peter Johnston from the AIOFP joins us again after our last discussion about the Hayne Royal Commission.  This time we discuss the Compensation Scheme of Last Resort and why the CSLR is so important to be critically reviewed before it is legislated by the Morrison government.  Find out if this scheme applies to you, and how you file a compliant if you feel wronged by a financial institution.

Join us on Dollars & Making Sense, a weekly show about money, finance and investing.

@RNB

@Radio Northern Beaches

]]>Tue, 09 Nov 2021 09:48:40 +1100<![CDATA[AIOFP - Dollars & Making Sense - 19 Oct 2021]]>https://www.otgcapital.com.au/blogs/post/aiofp-dollars-making-sense-19-oct-2021What has the Exec Director of AIOFP, Peter Johnston so riled up that he's written an open letter to the LNP government]]>

This week, we have a special guest, Peter Johnston from the Association of Independently Owned Financial Professionals (AIOFP)

The AIOFP recently wrote an open letter to Sen. Jane Hume, the Financial Services Minister in the current government and Mr Longo, the head of ASIC (Australian Securities and Investment Commission).  Peter is passionate about his members and representing their best interests.  Tune in to find out what's riled the AIOFP up, and why some action is needed.

@RNB

@Radio Northern Beaches

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