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FASEA
Financial planning
Limited advice documents can help create engagement from clients and better understanding for advisers rather than producing a full statement of advice after every sessio...
Financial planning
A Queensland academic has raised serious doubts about the legal underpinnings of the Financial Adviser Standards and Ethics Authority code of ethics and, by implication, ...
Financial planning
The Tax Practitioners Board latest consultation paper could result in greater training requirements for advisers. ...
Financial planning
The Financial Adviser Standards and Ethics Authority code of ethics may be in force but no authority is in place to oversee its enforcement and the Australian Securities ...
Financial planning
The Shadow Assistant Treasurer and Shadow Minister for Financial Services, Stephen Jones, has slammed the Financial Adviser Standards and Ethics Authority along with the ...
Policy & Regulation
Tax financial advisers must not follow existing flexible arrangements under the Tax Practitioner Board’s code if the Financial Adviser Standards and Ethics Authority’s eq...
Financial planning
The Tax Practitioners Board appears to have cut tax (financial) advisers a break by signalling that compliance with the FASEA CPD requirements will satisfy those of the T...
Financial planning
Money Management readers have expressed their dissatisfaction with the FASEA exam, saying the questions are ambiguous and the exam conditions unfair....
Financial planning
The Financial Adviser Standards and Ethics Authority has granted one credit recognition of prior learning to coursework linked to the AFA’s FChFP designation and SAFAA’s ...
Financial planning
Money Management is seeking feedback from advisers on their thoughts and impressions of the FASEA exam, whether they have sat it or plan to....
Policy & Regulation
Research and ratings house Lonsec is suggesting to financial planning firms that it may need its services in appropriately meeting the requirements of the new Financial A...
Financial planning
The Federal Government should fund a review of the tangle of regulation covering the provision of financial advice in circumstances were accountants and advisers are bein...
Financial planning
The Government and the industry needs to start counting the cost of the Financial Adviser Standards and Ethics Authority regime implementation in circumstances where no o...
Financial planning
Deakin University’s Master of Financial Planning degree will now include the CFP Certification Program under a new partnership with the Financial Planning Association of ...
Financial planning
The list of approved education programs and courses to meet the Financial Adviser Standards and Ethics Authority has been expanded following a consultation process....
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So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...