“a new way to allow accountants who maintain their CPD and practice"Let's be clear, doing Accounting CPD does not qualify you to do Financial Planning. Likewise, FP CPD doesn't mean I can do Tax. They are different fields, different knowledge sets. You want to be a FP, study to be a FP. Want to be a tax agent, study to be a tax agent.
In order to give you the best site experience, we need to know what kind of investor you are. Please select the title that best describes you below.
Financial Advisers - Investment
Financial Advisers - SMSFs
Individual Investors with SMSFs
Financial Advisers - Insurance
Accountants and Solicitors
Financial Services Professional