Mandate

This Committee has responsibility for the development of the Financial Services Council's strategies and policies in relation to financial advice and Financial Advisory Networks (FANs).

The Committee’s objectives are to:

  • enhance the operation of the financial services regulatory regime to ensure that FANs are able to provide affordable quality advice;
  • demonstrate the value of advice and FANs;
  • promote sound quality assurance and governance practices in the financial advice industry; and
  • maintain and increase consumer confidence in FANs and financial advice.

The Committee also has oversight of the Financial Services Council's relationship with relevant regulators and government departments that have responsibility for financial advice and FANs, including: the Australian Securities and Investments Commission (ASIC) and the Department of Treasury.

 

Co-Chairs

The Committee comprises two members of the FSC's Board:

  1. FSC Director, Kathy Vincent, Managing Director, BT Platforms, Investments & Operations, BT Financial Group
  2. FSC Director, Sean West, Executive Director, Head of Wealth Management, Macquarie Group Ltd

 

FSC Contact

For more information please contact;

Zach Castles

Policy Director, Advice
02 8235 2521
This email address is being protected from spambots. You need JavaScript enabled to view it.

 

 

Advice Board Committee

Ben Willard

Director of Financial Advice Mercer (Australia) Ltd

Bryan Ashenden

Head of Financial Literacy & Advocacy BT Financial Group
David Barrett Head of Technical & Advice Services

Macquarie Group Ltd

Kathy Vincent

Managing Director, BT Platforms, Investments & Operations BT Financial Group

John Corcoran

Head of Advice Standards, Process and Regulatory Change Insignia Financial Ltd

Julian Maloney

Executive Head of Wealth Findex Group Ltd

Justin Collins

Manager, Advice Quality & Compliance QInvest Ltd

Marcus O'Sullivan

Head of Affinia

Affinia

Matt Brown Executive General Manager Advice

Australian Unity Funds Management Ltd

Matt Lawler

Director AMP Advice Australian Wealth Management, AMP Ltd

Sean West

Executive Director, Head of Wealth Management

Macquarie Group Ltd

Advice Board Committee meeting dates for 2022

All meetings will be held by videoconference.

 Monday 7 March

 1:00pm – 2:30pm

 Wednesday 27 April

 10:00am – 12:00pm

 Tuesday 21 June

 2:00pm – 4:00pm

 Monday 15 August

 2:00pm – 4:00pm

 Monday 10 October

 2:00pm – 4:00pm

 Monday 7 November

 2:00pm – 4:00pm