This adviser’s education last week

There has been plenty of noise recently from the press e.g. Anthony & everyone else who has a perceived interest in saying so. 

So we contribute what we & our contempories did last  week & continuously for 30 years to keep abreast with the evolution in financial services.

This is last week’s studies & we attempt to service our clients & feed mouths as well in the spare moment we have.

Tuesday our Dealer group’s professional day all day.

RIAA	RIAA Update
AIOFP	The Value of Independence
AIA	Business Succession
	ADDITIONAL DOCUMENTS   Key Person Insurance   Income Protection for Business Owners   Ownership Protection / Buy Sell agreement   Business Expenses   Business Insurance   Tax Fact Sheet
ARIA	SMSF Solutions
Choice Home Loans	Finance Solutions
RIAA	Compliance Workshop

 We could expand each of these many & varied topics all out but you can gather that each topic took 1 ½ to 2 hours & compliance certainly did.

We did not stay for the networking after as we have a business to run & mouths to feed.

On the Thursday we had two other seminars that we attended & we might add we actually do very little business with either. 

However what is not said  or known by all the mouths is that there is plenty of giving of knowledge within all sections of the industry. It is about learning which is one reason my father also a maths Master said for attending uni.

We had Statement of attendance

1.       2014 Colonial First State Investment Briefing

 John McAuliffe

4 September 2014

 Accredited by the Financial Planning Association of Australia.

Accreditation number 006857 for 1.75 points of continuing professional development.

Professional Dimensions: Capability (1 point), Critical Thinking (0.75 points)

ASIC competencies: Financial Planning (0.25 points), Managed Investment (0.25 points), Generic Knowledge (0.5 points), Superannuation (0.75 points)

2           2.  And from the other

Dear JOHN ,
Thank you for registering to attend 55,000 Reasons to consider Account Based Pensions.

A reminder of the details...
Date: 4 Sep 2014 Time: 9.00am - 11.00am	Venue: AMP Office Level 4, 104 Melbourne Street. South Brisbane. (entrance on Cordelia St)

The certificate  of attendance has yet to arrive but it will.

So from HOCT we have

Hi John.

Further to my email below, please find attached a copy of your Kaplan training register.

It is showing a total of 44 Completed training (structure hours). There is still approximately 8 hours to be added for RIAA PD days and the 2 certificates I have requested below.

This should give you the required hours.

Any questions, please give me a call.

Regards

And this piece of  feedback.

If you are using these to substantiate FPA membership I would suggest you rectify by accepting my marked up changes.

Should they audit your register and find any anomalies, they may impose sanctions against you.

Does this mean we can go to the beaches of the world  earlier?

Anthony it is more than just collecting RG 146. Just like collecting a 3^rd rate journalism degree from a 3^rd rate uni in maybe a 3^rd rate country doesn’t mean that you can write an article which deserves to be published.

And all these calls from the egos at top of the food chain i.e.  the banks  CEO  & Industry funds is just to divert attention from themselves who impose their conditions on their employees.

What it does mean is that fewer Australians know where to turn after they & their bank & maybe their wives or egos get into a financial mess.

Yes Anthony we do have a degree in Maths & Statistics & found teaching maths elsewhere  better than he was allocated classes of “feral” students who were “impossible to teach”.

When we meet our local MP sometime ago we did comment that we should have stuck to maths teaching as the rules don’t change daily.

Yes Anthony our degree is not in law & accounting and a 2nd degree  is one paper short in economics. When we started there was only the AFA offering courses & yes we do have their certificates from 1985 & 6 which we just observe included an honours pass. You could not find a book in the library on shares when we first bought them in 1979.

We were with the FPA from inception but left them two years ago when they got flees & agreed with industry funds. Stuff their sanctions. 

And whilst we are on the subject of self defence we do have classmates who include a professor at Oxford, an ambassador &; two high court judges &; a journalist on Four Corners. And himself.



We do have Dip.Fp from Deakin University & the FPA in 2002 when there were few alternatives.

What is the point of a CFP if it is non transferable?  

What is the point of further learning from an academic if the rules continually change & he has never sat at a kitchen table?


In 30 years in this business of saving people from themselves & the solicitors & big brother we observe that it is the client who has selective memories. This is shown by the average fraud rate in insurance  of 15%. We are also  to blame for their over spending.

In our case we don’t want to lose our name as that is all we have.
 
We discussed today with Elizabeth today that it takes 20,000 hours to master a trade.

As we said to Richard ‘we believe that we can generate significant financial certainty for you throughout our relationship & importantly add substantial value to ensuring you achieve all that is important& valuable to you as you have articulated to us.’

As  others do you are welcome to call us on 07 3848 1088 or email us or visit our websites

If we were to sit down in three years time & looked back what do we need to do today so that you are financially & personally better off & happier.

John McAuliffe