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, Sean West, Executive Director, Head of Wealth Management, Macquarie Group Ltd
  2. (vacant)

 

FSC Contact

For more information please contact;

Zach Castles

Policy Director, Advice & Platforms
0421 640 562
This email address is being protected from spambots. You need JavaScript enabled to view it.

 

 

Advice Board Committee

Bryan Ashenden

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

Macquarie Group Ltd

Jasna Bratic

General Manager Advice Enablement Insignia Financial Ltd

Jonathan Scholes

Head of Client for Wealth Findex Group Ltd
Keith Cullen Managing Director & CEO

WT Financial Group Ltd

Matt Brown Executive General Manager Advice

Australian Unity Funds Management Ltd

Matt Lawler

Director AMP Advice Australian Wealth Management, AMP Ltd

Ross Barnwell

Chief Operating Officer

Otivo Pty Ltd

Sean West

Executive Director, Head of Wealth Management

Macquarie Group Ltd

Advice Board Committee meeting dates for 2024

Wednesday 14 February

3.00pm - 4.30pm

Wednesday 17 April

10.00am - 11.30am

Friday 31 May

10.00am - 11.30am

Tuesday 23 July

2.00pm - 3.30pm

Friday 18 October

10.00am - 11.30am

Monday 18 November

2.00pm - 3.30pm