Phil Anderson
General Manager Policy, Advocacy & Standards • FAAA
Phil Anderson is the General Manager Policy, Advocacy & Standards of the Financial Advice Association Australia (FAAA). Phil had spent over 10 years at the Association of Financial Advisers (AFA), including most recently as CEO before the successful vote to merge with the Financial Planning Association (FPA).
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 over 25 years, having also worked with AMP, MLC and Perpetual.
Phil has been responsible for policy, including the Quality of Advice Review, 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 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.
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 over 25 years, having also worked with AMP, MLC and Perpetual.
Phil has been responsible for policy, including the Quality of Advice Review, 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 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.
Talks
Plenary Two - The Road Ahead: Leading the profession
CPD: 0.5 hrs General / 0.75 hrs Reg. Compliance and Consumer Protection
Tuesday, November 18
4:00 PM - 5:15 PM
Riverside Theatre
Session
NAVIGATE: Policy developments: Company collapses - FAAA leading the discussion
CPD: 1.25 hrs Reg. Compliance and Consumer Protection
Wednesday, November 19
2:30 PM - 3:45 PM
Riverview 5
Session
NAVIGATE: Making tax and AML/CTF exciting- What every adviser needs to know
CPD: 0.5 hrs Tax (Financial) Advice / 0.75 hrs Reg. Compliance and Consumer Protection
Wednesday, November 19
4:30 PM - 5:45 PM
Riverview 5
Session