REX PATRICK
Financial planning
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
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
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
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
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
The organisation representing victims of the Trio Capital collapse of criticised the Assistant Minister for Financial Services, Senator Jane Hume, for suggesting the Aust...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...