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FASEA
Financial planning
Maintaining education and professional development requirements will make it hard for women to stay in the industry if they need to take time off to start a family, accor...
Expert Analysis
The UK went through its Retail Distribution Review in 2012, writes Chris Mather, so what can it teach Australia about the evolving financial advice system?...
Financial planning
There needs to be a better recognition of previous study undertaken by financial planners, and in particular continuing professional development studies, according to the...
Financial planning
There needs to be careful consideration on whether Treasury has the skill set and expertise to perform the Financial Adviser Standards and Ethics Authority functions and ...
Financial planning
Advisers should look at clients looking for one-off advice to build their prospective secondary client base, given that rising costs of advice delivery are driving down t...
Financial planning
The continuing profession development guidelines need to be addressed to remove duplication for tax financial advisers and there needs to be a consultation process which ...
Financial planning
Consultation for the three-month registration requirement for November exam has been opened by the Financial Adviser Standards and Ethics Authority....
Financial planning
In its submission to Parliament, the Stockbrokers and Financial Advisers Association recommend holding off enforcement of those parts of the code of ethics until it has b...
Financial planning
Advisers taking the September Financial Adviser Standards and Ethics Authority exam will receive their results before registration for the November exam closes....
Expert Analysis
With just a few months to go until the FASEA deadline, writes Brian Knight, even those who are considering leaving the industry would be advised to have an attempt....
Financial planning
The current forecast still assumes the number of advisers will fall and plateau to 15,000 but this may take longer than initially predicted thanks to recent exam relief m...
Financial planning
The Financial Adviser Standards and Ethics Authority has walked back on the three-month rule, and will also add future exam options for the July exam takers in Sydney who...
Financial planning
Exam takers too often rely on their licensee policies, rather than their Corporations Act requirements, which has led to underperformance in assessing areas like key advi...
Financial planning
Due to the Sydney lockdown, the Financial Adviser Standards and Ethics Authority is currently assessing its options for exam takers....
Financial planning
Over 14,850 have now passed the exam, almost three-quarters of the advisers on the Financial Adviser Register. ...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...