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Showing 191 - 200 of 347 results for "Professional Standards"

Wellbeing significantly improved through financial literacy

KERRIE SYDEE  |  FRIDAY, 27 MAY 2016
... there's nuances of how to do that most effectively and that's going to be critical as we go towards the new professional standards, the development of an education curriculum and defining what people need to study to be a great financial adviser."

SMSF Association partners with Morgans to raise standards

MARK SMITH  |  THURSDAY, 26 MAY 2016
... has formed a new partnership with stockbroking and wealth management firm Morgans Financial to improve professional standards in the SMSF sector. The association and Morgans have committed to work together to provide a range of education, training and ...

Nominations open for AFA Adviser of the Year

MARK SMITH  |  TUESDAY, 10 MAY 2016
... things - vision - leadership - excellence. "They have come to symbolise a pioneering spirit and the highest professional standards. These are qualities which now, more than ever before, we must celebrate. The AFA Adviser of the Year and AFA Practice ...

NAB partnership puts adviser education at forefront

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
National Australia Bank (NAB) has ramped up its commitment to increasing professional standards in financial planning through a partnership with the Deakin University Business School, DeakinPrime and DeakinDigital. The partnership will offer advisers ...

InterPrac appoints advice manager from Capstone

ALEX BURKE  |  TUESDAY, 26 APR 2016
... national advice manager. Rae Stagbouer joins Interprac from Capstone Financial Planning, where she was a professional standards officer. Commenting on her appointment, she said: "This is an exciting time to join the InterPrac team. Taking on this role ...

Royal Commission disruptive to reforms: FPA

KERRIE SYDEE  |  TUESDAY, 19 APR 2016
... also on the cusp of introducing additional financial advice legislation, including higher education and professional standards in advice. This legislation includes the introduction of a degree entry requirement for new financial planners, a professional ...

Government releases draft life insurance regulations

ALEX BURKE  |  FRIDAY, 8 APR 2016
... grandfathered by the Life Act... are explicitly grandfathered in the Regulation." Financial Planning Association professional standards and advocacy manager, Benjamin Marshan CFP(R), welcomed the amendments, saying that "While we are still studying the ...

Colley resigns from SMSF Association

DARREN SNYDER  |  THURSDAY, 7 APR 2016
... today that key industry figure Graeme Colley has resigned from his position as director of technical and professional standards. SMSF Association chief executive and managing director Andrea Slattery said Colley has been an important member of the association's ...

AFA makes three senior appointments

ALEX BURKE  |  TUESDAY, 2 FEB 2016
... Service. "Troy has an impressive financial services background, having consulted to Centrepoint Alliance on professional standards for the past two years," said AFA chief executive Brad Fox. He added, "He also brings with him a great understanding of ...

Adviser standards need a tidy

DARREN SNYDER  |  MONDAY, 11 JAN 2016
... was to be provided online (robo-advice) by a corporate entity it is unclear how proposed regulation and professional standards would apply to individuals. In its submission to Treasury on draft legislation aiming to lift professional standards of financial ...