Jason Falinksi

Financial planning

Industry funds cite ASIC, FASEA and Hume on intrafund advice

Industry superannuation funds believe they are on safe ground in providing both scaled advice and intrafund advice citing the authority of the Australian Securities and I...

Financial planning

ASIC brackets intra-fund advice with scaled and personal advice

The Australian Securities and Investments Commission has framed intra-fund advice in the same context as scaled advice....

Financial planning

FASEA's degrees and prior learning recognition still in question

Both stockbrokers and risk advisers are continuing to lobby Parliamentarians for changes to the Financial Adviser Standards and Ethics Authority regime to better recognis...

Financial planning

Parliamentarian references adviser fears of ASIC retribution

A member of a key Parliamentary Committee has queried whether financial planners are too afraid to challenge the Australian Securities and Investments Commission because ...

Policy & Regulation

We treat retail and industry funds equally says ASIC

The chair of the Australian Securities and Investments Commission, James Shipton has declared the regulator treats industry and retail funds equally....