FASEA

Financial planning

The Financial Adviser Standards and Ethics Authority has been warned against over-complicating the transition of practising advisers who hold foreign qualifications....

Financial planning

FPA seek CPD role within FASEA regime

The Financial Planning Association is arguing that third-party professional associations such as itself should be integral to the new continuing professional development ...

Financial planning

Will the ‘provisional’ descriptor demean degree-qualified advisers?

The Financial Adviser Standards and Ethics Authority has been warned that calling degree-qualified advisers “Provisional Financial Advisers” during their professional yea...

Financial planning

Foreign degrees problematic for planners

The Association of Financial Advisers has urged the Financial Adviser Standards and Ethics Authority to give greater weight to further education and CPD when assessing th...

Financial planning

FASEA urged to align adviser CPD with TPB

The Association of Financial Advisers has urged the Financial Adviser Standards and Ethics Authority not to impose extreme CPD requirements on advisers but, rather, align...

Financial planning

Will FASEA rules make intra-fund, scaled advice unviable?

There is real danger that the rules flowing from the Financial Adviser Standards and Ethics Authority will make the delivery of intra-fund, scaled advice and limited lice...

Financial planning

Planner hours should be billable during Professional Year

The Association of Financial Advisers has urged that planners doing their Professional Year should be allowed to generate revenue for the planning practices overseeing th...

Financial planning

Experts see future for dealership model

Despite the Royal Commission tainting perceptions of the financial services industry, a panel has told Money Management and Super Review’s Future of Wealth Management con...

Financial planning

FPA warns of pause in adviser authorisations

Financial Planning Association chief executive, Dante De Gori has warned of a looming pause in the authorisation of new financial planners as a result of the implementati...

Financial planning

AIOFP presents FASEA criticism to federal pollies

The Association of Independently Owned Financial Professionals this morning sent out a report outlining the potential impact of the Financial Adviser Standards and Ethics...

Financial planning

Further convergence of accounting and wealth predicted

The publicly-listed company which last year acquired GPS Wealth is predicting the further convergence of accounting and wealth driven by the Royal Commission and the Fina...

Financial planning

Older advisers in demand as mentors post-FASEA: Mentor Education

Mentor Education’s founder, Mark Sinclair has said that older advisers who feel pushed out of the industry by FASEA’s reforms could instead find roles as mentors, coaches...

Financial planning

AIOFP calls on advisers to get clients’ to petition

The Association of Independently Owned Financial Professionals (AIOFP) has called on advisers to petition the Government regarding FASEA’s reforms by utilising support fr...

Financial planning

Financial adviser exam a ‘cull’ mechanism, says AFA

The Association of Financial Advisers has warned that the financial adviser exam represents a ‘cull’ mechanism as it is currently proposed....

Financial planning

Corporations Act delegitimises planners

The Financial Adviser Standards and Ethics Authority has been told the Corporations Act actually delegitimises planners because it fails to appropriately separate them fr...