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Showing 1 - 10 of 82 results for "Adviser education"

Calls for a simplified path to financial advice

ANDREW MCKEAN  |  WEDNESDAY, 15 MAY 2024
... Financial Advice Association Australia (FAAA) chief executive Sarah Abood said she supports recent proposals around adviser education from the Joint Associations Working Group (JAWG) because "we need far more people with these qualifications" and the ...

FAAA calls for 'fairness' ahead of Budget

ELIZA BAVIN  |  TUESDAY, 14 MAY 2024
... tax deductibility of financial advice, enabling advisers access to the ATO portal, more support for financial adviser education and exam price relief, and to reverse the proposed changes to Reduce Input Tax Credits for advice fees. FAAA chief executive ...

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI  |  TUESDAY, 21 NOV 2023
... disruption for M3 advisers and their clients," WTL stated. "M3 advisers will benefit from WTL's market leading adviser education and training, and access to its innovative consumer education, client recruitment, client retention and digital marketing ...

Experience pathway could create two adviser tiers

KARREN VERGARA  |  TUESDAY, 23 MAY 2023
... they are likely scratching their heads as to why there has so far been such a one-size-fits-all approach to adviser education," he said.

The untold story of adviser education

ANDREW MCKEAN  |  THURSDAY, 22 SEP 2022
On day two of the Association of Financial Advisers' Thrive Conference, Kaplan Professional chief executive Brian Knight said there's plenty of statements being thrown around about education, often without a lot of data behind them. However ...

Industry groups welcome Labor government

ANDREW MCKEAN  |  MONDAY, 23 MAY 2022
... pressing issues impacting the advice industry. PA chief executive Sarah Abood said the FPA expects actions on adviser education to be the first order of business for the incoming minister for financial services. "Congratulations to prime minister Anthony ...

Mixed reviews for advice industry reviewer

KARREN VERGARA  |  MONDAY, 14 MAR 2022
... manageable, so we understand why some of these things have been excluded. This means that issues like the financial adviser education standard and the Code of Ethics will need to be addressed by the Government, rather than being referred to the QAR for ...

FPA calls for stronger experience pathway

KARREN VERGARA  |  FRIDAY, 4 FEB 2022
... executive Sarah Abood criticised the federal government's proposal to recognise 10 years of experience to meet adviser education qualifications, suggesting instead that it should only be available for those aged over 55, with at least 15 years' ...

Government backflips on adviser education

ELIZABETH MCARTHUR  |  FRIDAY, 17 DEC 2021
Not long after Labor suggested it would not require older financial advisers to get degrees, the Liberal party has now backflipped on education standards to match Labor's policy. Minister for superannuation, financial services and the digital economy ...

CountPlus acquisitions boost revenue by $9.4m

KARREN VERGARA  |  THURSDAY, 24 JUN 2021
... Count Financial advisers have 2 or fewer units to complete before 1 January 2026 to complete their financial adviser education requirements." Count Financial, which was previously part of the Commonwealth Bank, raised its provision for remediation related ...
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