What keeps you awake at night? Survey

Question Title

* 1. What is your main area of business?

Mortgage adviser

Insurance adviser

Financial planner

Other (please specify)

Question Title

* 2. What is your designation?

AFA

RFA

QFE

Other (please specify)

Question Title

* 3. Thinking about the biggest issues facing your business, please rank them from most concerning to no concern at all.

	Keeps me awake	It is of some concern	Mildly concerning	Not an issue
Turnaround times	Turnaround times Keeps me awake	Turnaround times It is of some concern	Turnaround times Mildly concerning	Turnaround times Not an issue
Keeping up with policy changes	Keeping up with policy changes Keeps me awake	Keeping up with policy changes It is of some concern	Keeping up with policy changes Mildly concerning	Keeping up with policy changes Not an issue
Finding new clients	Finding new clients Keeps me awake	Finding new clients It is of some concern	Finding new clients Mildly concerning	Finding new clients Not an issue
Regulation changes and compliance	Regulation changes and compliance Keeps me awake	Regulation changes and compliance It is of some concern	Regulation changes and compliance Mildly concerning	Regulation changes and compliance Not an issue
Succession planning	Succession planning Keeps me awake	Succession planning It is of some concern	Succession planning Mildly concerning	Succession planning Not an issue
Securing finance for property investors	Securing finance for property investors Keeps me awake	Securing finance for property investors It is of some concern	Securing finance for property investors Mildly concerning	Securing finance for property investors Not an issue
Getting applications arpproved	Getting applications arpproved Keeps me awake	Getting applications arpproved It is of some concern	Getting applications arpproved Mildly concerning	Getting applications arpproved Not an issue

Other (please specify)

Question Title

* 4. How well informed do you feel you are on proposed changes to the Financial Advisers Act

High level of understanding

Some idea of what's going on

Not well informed

Question Title

* 5. Under the proposed changes AFA, RFA and QFE designations will be replaced. Which one of the new categories will you apply for?

Financial Adviser (FA)

Financial Advice Firm (FAF)

Financial Advice Representative

Don't know

Question Title

* 6. Where do you get information about adviser regulation changes?

From my Industry Association

From my aggregator

From the media

Word of mouth

Nowhere

Other (please specify)

Question Title

* 7. How much do you intend to invest in your own professional development this year?

More than $10,000

$5,000 to $9,999

$1 to $4999

Nothing

Question Title

* 8. Will the volume of loans settled this financial year (to March 31) be higher than last year?

Yes

Not sure

Question Title

* 9. Will the volume of loans settled this year be higher than last year?

25% more than last year

15-25% more than last year

10-15% more than last year

0-10% more than last year

No change from last year

Less than last year

Why do you think there has been a change? (please specify)

Question Title

* 10. What percentage of your income is trail commission?

100%

50-75%

25-50%

0-25%

No trail

Don't know/Don't want to disclose

Question Title

* 11. Are you satisfied with the amount of mortgage advice education available?

Yes

Don't know

Additional comments

Question Title

* 12. Would you be interested in a dedicated one-day mortgage adviser conference?

Yes

Don't know

Question Title

* 13. If you would like to see the results of this survey please add your details here

Name

Company

Postal address 1

Postal address 2