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FASEA
Top 100
Money Management’s 2020 TOP Financial Planning Groups research has confirmed the number of planners working at the biggest groups has dwindled to its lowest levels in yea...
Expert Analysis
The focus on sustainable investments, from investors and regulators, has reached a tipping point. This provides both challenges and opportunities for financial advisers, ...
Financial planning
Adviser struggles included three of the Standards, ethical obligations, understanding client best interests, and understanding the difference between types of advice....
Financial planning
The August exam saw 65% of re-sitters pass, compared to the average of 54%, and 10,000 overall have now completed the exam. ...
Financial planning
Although it costs over $200 to apply for a re-mark for a failed FASEA exam attempt, it is possible for it to succeed....
Expert Analysis
The FASEA exam can seem like a daunting prospect but, Brian Knight writes, the facts of the task are less scary than the myths....
Financial planning
The exodus continues among financial advisers offset in a small way by a modest but growing number of provisional advisers. ...
Financial planning
Understanding the full implications of the code of ethics and its implementation as well as the best interests duty might be bothering some advisers....
Financial planning
Due to the current stay at home restrictions and unavailability of physical locations, Melbourne’s FASEA exam will be held online only....
Financial planning
The SMSF Association has launched nine compulsory online modules as part of its SMSF Specialist Advisor designation. ...
Financial planning
There will be six exam sittings in 2021 across 31 locations with online proctoring available....
Financial planning
Two additional financial planning electives from the Securities Institute Graduate Diploma of Applied Finance and Investment, from 1991 until 2007, have been approved by ...
Financial planning
Synchron’s Don Trapnell has renewed his call for specialist life/risk advisers to be held to a different level of educational requirements to advisers providing holistic ...
Financial planning
The Financial Planning Association has used an updated pre-Budget submission to urge the Government to roll functions of the Financial Adviser Standards and Ethics Author...
Financial planning
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...
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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...