FASEA

Expert Analysis

Mentoring a university graduate through their Professional Year may seem a daunting task for an adviser, writes Hans Egger, but there are some very good reasons to do it....

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Financial planning

The name change decision by the Stockbrokers and Financial Advisers Association was about highlighting the profession rather than a decision to distance itself from the a...

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Financial planning

The percentage of candidates who passed February’s financial adviser exam, the first one under the Australian Securities and Investments Commission, has fallen to 32.4%. ...

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Features

With a large proportion of financial advisers having now completed the FASEA exam, Alexandra Cain asks whether advisers who passed found it worthwhile?...

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Financial planning

Small licensees are further expected to close in the coming weeks with the number of advisers expected to reach between 15,000 and 16,000 this year, according to Wealth D...

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Financial planning

Financial advisers can use 2022 as a year of opportunity to build and make their business more efficient given there will be no major regulatory changes over the next yea...

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Financial planning

The now-defunct education authority said it had “no power” to exempt an adviser from sitting the exam but had referred any adviser it knew to be experiencing mental healt...

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Financial planning

Chartered Accountants Australia and New Zealand has provided advice to members wishing to cancel their Australian financial service licence following rising costs of runn...

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Financial planning

Having been granted a nine-month extension, completing their educational requirements is the top focus for advisers going into 2022....

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Financial planning

The cost to sit the financial adviser exam will be higher than initial estimates as it moves to being run by the corporate regulator and any Standard 3 amendment responsi...

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Financial planning

The pathway will allow financial advisers who have 10 or more years of full-time experience in the last 12 years to only complete a tertiary level unit on the code of eth...

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Financial planning

Those who have not passed the adviser exam and are ineligible for the extension have until the end of the year to come off the Financial Adviser Register to avoid being c...

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Financial planning

The Association of Independently Owned Financial Professionals has criticised “elitist” younger advisers who do not support Labor’s proposed education exemption for older...

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Financial planning

Understanding the code of ethics, statements of advice, breach reporting, and identifying inappropriate advice are some of the key problem areas advisers struggled with i...

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Financial planning

If elected, a Labor government would assume that a decade of experience was worth at least a degree and would scrap the degree requirement for those advisers....

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

6 days 2 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

6 days 3 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago