Rex Patrick

Financial planning

FASEA standards don’t adequately recognise previous study

There needs to be a better recognition of previous study undertaken by financial planners, and in particular continuing professional development studies, according to the...

Financial planning

FOI documents reveal ASIC’s involvement in FASEA code

Documents obtained under Freedom of Information have confirmed that the Australian Securities and Investments Commission was closely consulted about development of the Fi...

Financial planning

AFA, FPA and FASEA welcome passing of FASEA extension

The financial services bodies have welcomed the extension of the FASEA exam and education standards, which now have the deadline of 1 January, 2022, and 1 January, 2026, ...

Financial planning

FASEA adviser code down to ‘collective skills of management and directors’

Financial advisers should know that the Financial Adviser Standards and Ethics Authority code of ethics was ultimately the work of the collective skills of FASEA manageme...

Financial planning

FASEA still on notice to explain code of ethics consultation

The Financial Adviser Standards and Ethics Authority remains on notice from a key Parliamentary Committee to explain the consultative processes it used to reach the Finan...

Policy & Regulation

Hume criticised for APRA defence

The organisation representing victims of the Trio Capital collapse of criticised the Assistant Minister for Financial Services, Senator Jane Hume, for suggesting the Aust...