Richard Klipin: Expert

Chief Executive Officer, Association of Financial Advisers

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"The old days of buying or selling a business with a whole bunch of client files and some rusty old filing cabinets…absolutely gone!"

http://afa.asn.au/

Areas of Expertise: FoFA & Legal, Adviser, Compliance, Fee-For-Service, Industry, Practice Management, Regulation, Remuneration

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Experience

Richard is the Chief Executive Officer of the Association of Financial Advisers. He became involved in the Financial Services Industry in 1989 as an adviser and his roles have included National Sales Manager and Head of Practice Management at ING/Mercantile Mutual, Regional Bank Adviser Channel Manager at NAB/MLC and Head of Strategic Relationships at ING.

Richard was also a founding partner of The Encore Group, an independent specialist provider of practice management products, systems and solutions.

Since January 2006, Richard has been involved repositioning and building the AFA into a large National Adviser Association, by strengthening the member proposition and building the brand profile across the industry, Government and broader community.

At the AFA, Richard brings together Advisers and product providers to enhance the position of advisers in the Community.

Latest Content

No More Practice 2: what’s in it for you?

Tuesday, 25 October 2011

Welcome to the launch of No More Practice series 2, the only reality show for the financial planning community. Building upon the standout success of series 1, No More Practice 2 brings together the biggest names in the industry and follows the journey of financial planners on the quest to grow their businesses. Watch the deals unfold as our players encounter the best in the business. You won’t believe what unfolds on the show and who ends up ahead. Play

Opt-in draft patronising and not in the national interest

Monday, 19 September 2011

In the lead up to the launch of No More Practice Season 2, AFA CEO, Richard Klipin, takes aim at FoFA, describing it as “legislation that misses the point and serves sectional industry interests at the expense of the Australian consumer”. Play

FoFA Fails Australian Consumers

Thursday, 15 September 2011

(FoFA) reforms, fails Australian consumers and is clearly biased towards some segments of the industry at the expense of others. The draft legislation must be measured against the twin objectives of access for consumers to quality advice and the removal of conflicts of interest. On both counts, the FoFA draft legislation has failed. 2Read More

Avoiding the common pitfalls in business valuations

Thursday, 15 September 2011

Count Financial’s Barry Lambert argues that FoFA will increase costs for financial planning businesses, the AFA’s Richard Klipin discusses how business valuations may change post-FoFA and Perpetual’s Geoff Lloyd underlines the importance of robust business models in practice value. Play

Financial planning industry suffers from a capability gap

Thursday, 28 July 2011

The FPA’s Mark Rantall acknowledges that while most financial planners act professionally, “perception is reality” and planners need to rebuild consumer confidence. Play

Why People With Financial Advisers Are Happier, Richer And More Purposeful

Monday, 25 July 2011

This AFA research paper examines the value of an adviser to client relationship by exploring the barriers to advice and what clients look for in an advice relationship. Download

Episode 6: The Done Deal

Wednesday, 29 September 2010

After a rough ride, will Zoe’s sale finally go through; and will Matthew be able to replace the income he’s lost by selling the commission clients? Play

Episode 2: The Road Ahead

Wednesday, 1 September 2010

We join Zoe and Matthew, two advisers selling their businesses, as they look at what their financial planning practices are worth on the open market. Play

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