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Showing 1 - 10 of 1142 results for %22Adviser education%22

ASIC issues experienced pathway guidance

KARREN VERGARA  |  WEDNESDAY, 22 MAY 2024
... least 10 years between 1 January 2007 to 31 December 2021, and had a clean disciplinary record as at 31 December 2021. The adviser should also pass the mandatory exam by 1 January 2022 or 1 October 2022 if they were eligible for the exam extension and ...

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 ...

Industry reacts to Federal Budget

ELIZA BAVIN  |  WEDNESDAY, 15 MAY 2024
... for feminised industries Schubert said the anticipated pay rises for highly feminised industries like early childhood education and aged care workers has been welcomed. "These are big steps on the road to gender equity - and the government has signalled ...

Advisers urgently call on Treasury to recognise degrees

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... The number of new entrants will not replenish the advisers who are going to be retiring over the coming years. Growth of adviser numbers is impossible under the current education regime." By working together with other advice professionals that comprise ...

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 ...

Advisers must unite for major reforms: SIAA

KARREN VERGARA  |  THURSDAY, 9 MAY 2024
... work through what this means for us as an industry." The panel will also feature Andrew Gregory, the head of advice and education at UniSuper, and Ashurst partner Jonathan Gordon. It will be moderated by Andrew Bird, head of advice at JBWere. Financial ...

ART names advice and education leads

ELIZABETH FRY  |  FRIDAY, 3 MAY 2024
... changes to reflect the importance of this role by aligning our three core capabilities in this space - external financial adviser partnerships, advice and education delivery, and practice management," she said. Fuchs noted that the new team structure ...

Rainmaker Information names research head

JAMIE WILLIAMSON  |  THURSDAY, 2 MAY 2024
... head of technical services for BT Financial Group, worked in Colonial First State's technical team, and as a financial adviser at Commonwealth Private Bank. He also has experience at KPMG and Aon Consulting. In welcoming Ramrakha, Rainmaker Information ...

Advisers urged to capitalise on HNW interest in alternatives

ANDREW MCKEAN  |  THURSDAY, 2 MAY 2024
... sense of empowerment and satisfaction among investors, leading to a more collaborative relationship with their wealth adviser." While a significant portion of HNW advisers (62%) recommend alternative investments to their clients, they're exercising discernment ...

The risks and opportunities in advice: SIAA

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... hear from an array of superannuation, financial advice, investments, and legal experts. UniSuper head of advice and education Andrew Gregory, who will be taking part in a panel Financial advice reform: risks and opportunities, told Financial Standard ...
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