Financial planning

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Revenue at all costs undermines financial planning

Super fund telephone consultant gave wrong personal advice

Has FASEA omitted a key piece of info?

ASIC takes Advanced Wealth Financial to court

Has the Royal Commission overlooked an obvious breach?

FASEA imposes gap assessment for foreign qualifications

FPA wants formal FASEA recognition of CFP

FASEA issues final education pathways policy

Ending grandfathered trails will enrich banks, not clients

FASEA exam acknowledged as a culling mechanism

PC recommends immediate end to super-related trails

FPA advocates best interest duty for licensees