FPA hits road to calm planners’ FASEA fears
The Financial Planning Association’s 2018 National Roadshow will focus on education, as the organisation tries to calm the storm surrounding the Financial Adviser Standards and Ethics Authority’s (FASEA’s) proposed education standards.
The FPA said that Roadshow was an opportunity to learn more about the facts surrounding the education and professional standards proposals, as it attempts to settle its members about what has been an extremely contentious topic.
“We know there’s a lot of confusion among existing financial planners about how exactly the proposed FASEA standards will affect them. The annual Roadshow is an important opportunity for financial planners to unite across the profession and discuss what all the changes will mean,” FPA chief executive, Dante De Gori, said.
He also said that the Roadshow, at which all sessions include question and answer time, could help FPA members have their concerns regarding the education reforms heard.
“I encourage FPA members to share their concerns so that we can address the issues and build a solid position to respond to FASEA in an appropriate and meaningful way,” De Gori said.
The Roadshow would cover, amongst other topics:
- The proposed education standards
- Updates on the Government’s and regulators’ policy agendas; and
- Ways of enhancing client experience and relationships.
Roadshow attendees would earn to continuing professional development hours. It would begin on 18 April, 2018, and would visit 33 locations nationally in the following two months.
AUTHOR
Hannah Wootton
Recommended for you
BT is to launch a new low-cost “Focus” investment menu for its Panorama platform this October, in partnership with Vanguard, seeking to compete with industry superannuation funds.
Net gains of financial advisers have already doubled since the start of FY25, according to this week’s Padua Wealth Data, with momentum gathering pace far faster than the previous financial year.
National advice firm MiQ Private Wealth has appointed a new chief executive to lead the business through a “transformative era” after penning a partnership deal with AZ NGA earlier this month.
WT Financial’s managing director, Keith Cullen, believes the firm’s Hubco model with Merchant Wealth Partners will be a “repeatable growth model” for the business as it scales its adviser numbers.
