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Financial planning
Major accounting body, Chartered Accountants ANZ has argued for accountants to be given the right to give ‘incidental advice’ under a carve-out from the financial advice ...
Policy & Regulation
The New Zealand Financial Services Council has formed a Code of Conduct disciplinary committee to determine sanctions under its self-regulatory regime....
Financial planning
The Financial Planning Association has launched a new CPD platform aimed at aggregating FPA, Financial Adviser Standards and Ethics Authority-accredited options....
Financial planning
The Financial Planning Association has urged the Government to make financial advice tax-deductible if it is provided by ‘registered financial planners’....
Policy & Regulation
CA ANZ is pleased FASEA has recognised it’s CA qualification, but is still working with FASEA on recognition of their other specialisations....
Policy & Regulation
FASEA has approved three higher education historical graduate diploma courses....
Financial planning
The Financial Planning Association has confirmed the inevitable hit on the Certified Financial Planner designation resulting from the Financial Adviser Standards and Ethi...
Financial planning
Financial advisers have been pointing to a document produced by the Financial Planning Association to reinforce their argument for a 12-month extension to the Financial A...
Policy & Regulation
Kaplan has seen many licensees and their financial advisers take a proactive approach and are already on the front foot with their exam preparation....
Policy & Regulation
A group of financial advice industry experts have teamed up to create Cram 4 Exam – an intensive FASEA exam preparation program....
Financial planning
The Financial Services Council has called on the Government to use a review of the Tax Practitioners Board to align and streamline the financial planner regulatory regime...
Financial planning
Just days out from the close of enrolments for the Financial Planning Association’s Certified Financial Planning designation, the organisation’s chief executive, Dante De...
Editorial
Even the frequent critics of financial advisers should acknowledge that their calls for an extension to the Financial Adviser Standards and Ethics Authority exam timetabl...
Features
Paragem’s Nathan Jacobsen argues that financial advice practices impacted by factors such as the new Financial Adviser Standards and Ethics Authority regime and the conse...
Financial planning
The Association of Financial Advisers has told the Tax Practitioners Board that its proposal to impose the need for a Letter of Engagement on financial (tax) advisers is ...
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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...