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Showing 1 - 10 of 84 results for "Professional Year"

Mulino, Hogan headline 2026 SIAA Conference

KARREN VERGARA  |  MONDAY, 11 MAY 2026
... broader private wealth opportunities. In another first, SIAA will showcase a new education platform that supports professional year candidates that will go live in July. "We really believe young professionals are the future of this industry and we want ...

Treasury's proposal adds flexibility for new advisers: FAAA

MATTHEW WAI  |  WEDNESDAY, 22 APR 2026
... constraints and hurdles for the industry to grow, including the lack of approved degrees, the need to complete a professional year and 40 hours of ongoing continuous professional development each year are putting those intending to enter the industry ...

Adviser exam pass rate exceeds 70% for the first time in 12 months

MATTHEW WAI  |  TUESDAY, 7 APR 2026
... with a decline in adviser numbers which is not being offset by new entrants; a long training gap and legislated professional year requirements which create a four-year structural lag in workforce supply; and the rising demand for advice with millions ...

Another former Venture Egg adviser slapped with four-year ban

MATTHEW WAI  |  TUESDAY, 31 MAR 2026
... and Reilly Financial with limited interaction between himself and the clients, ASIC said. Hogan commenced his professional year training in February 2022 under the supervision of Merhi of Venture Egg, who has since been charged over his involvement in ...

FEATURE | Regulation: Picking up the pieces

KARREN VERGARA  |  TUESDAY, 24 MAR 2026
... example, Doyle says that women bring enormous strengths to advice yet structural barriers like inflexible CPD, professional year (PY) expectations and work patterns still push many out. "Practices that intentionally support women build a stronger talent ...

FAAA urges inclusion of advisers on occupational shortage list

ELIZA BAVIN  |  THURSDAY, 19 MAR 2026
... with a decline in adviser numbers which is not being offset by new entrants; a long training gap and legislated professional year requirements which create a four-year structural lag in workforce supply; and the rising demand for advice with millions ...

Treasury proposes advice education standard reforms

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
... (HEP) and align with the current curriculum requirements. They also still need to pass an exam, undertake the professional year and subsequent continuing professional education, which remain unchanged under the proposed reforms. The educational reforms ...

Process to become an adviser remains 'unattractive': SMSFA

MATTHEW WAI  |  THURSDAY, 19 FEB 2026
... universities dropping financial planning-related courses and by tightened scrutiny on advisers during their professional year (PY). "What the government was proposing was a lot more flexible, and it would have provided an opportunity for professionals ...

WT Financial Group clear on 2026 strategy, rebrands retail advice arm

MATTHEW WAI  |  WEDNESDAY, 4 FEB 2026
... financial adviser. Further, Cullen said there are about six provisional financial advisers conducting their professional year in its central advice team, who work across its broad network of businesses. "Because we run our businesses on an integrated ...

68% pass financial adviser exam: ASIC

KARREN VERGARA  |  MONDAY, 8 DEC 2025
... can be authorised by an AFS licensee as a provisional relevant provider and start the third quarter of their professional year (PY). The next financial adviser exam will be held on 5 March 2026. The booking period for this exam opens 23 January 2026 ...
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