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Showing 201 - 210 of 347 results for "Professional Standards"

FPA hires professional standards, advocacy manager

LAURA MILLAN  |  MONDAY, 7 DEC 2015
The Financial Planning Association (FPA) has appointed a professional standards and advocacy manager to strengthen its policy team. Benjamin Marshan was previously associate director of wealth management advisory at KPMG Australia for over a year. Before ...

Government releases adviser education legislation

ALEX BURKE  |  FRIDAY, 4 DEC 2015
The Government has released exposure draft legislation for raising the professional standards for financial advisers. The draft legislation stipulates that new advisers will require a degree, a professional year of training and pass an exam. Current ...

Australians more reluctant to seek professional advice

LAURA MILLAN  |  WEDNESDAY, 2 DEC 2015
... Rantall said: "The survey reaffirms our own findings and validates our strategy of lifting education and professional standards of professional financial planners to help earn the trust of more Australians." Overall, 19,092 consumers who were either ...

ASIC bans another SMSF auditor

ALEX BURKE  |  WEDNESDAY, 2 DEC 2015
... approved SMSF auditor. "It is critical that approved SMSF auditors perform their role adequately and meet professional standards to promote confidence in the SMSF sector," said ASIC commissioner John Price. He added, "Compliance with the independence ...

SMSF auditor disqualified

MARK SMITH  |  MONDAY, 30 NOV 2015
... Australian investors it is critical that approved SMSF auditors perform their role adequately and meet professional standards. "ASIC will continue to follow up matters referred by the ATO concerning the quality of SMSF auditors," Price said. SMSF trustees ...

FoFA end marks start of new advice era

LAURA MILLAN  |  MONDAY, 30 NOV 2015
... implementing the recommendations of the Parliamentary Joint Committee (PJC) inquiry into education and professional standards. One of the most relevant measures is the creation of a new independent body that will develop the curriculum, a code of ethics ...

FPA gives top award to private wealth adviser

LAURA MILLAN  |  MONDAY, 23 NOV 2015
... Brisbane-based Christopher Smith is a Certified Financial Planner (CFP) and the award recognises his high professional standards, best practice advice and good client outcomes. Smith started Visis Private Wealth in 2001 and his business model is based ...

FEATURE: The great race to invest

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
... strategy Robin Bowerman said when the report was released. The SMSF Association's director of technical and professional standards, Graeme Colley, warns against focusing on short term market returns when talking about SMSFs: "You will never be able to ...

Finsia partners with Hong Kong institute

DARREN SNYDER  |  MONDAY, 2 NOV 2015
... between the HKSI Institute and the Finsia is a step forward for practitioners of both institutes to champion professional standards of excellence," Cahn said. Finsia chief executive Russell Thomas said the agreement recognises the strength of Finsia's ...

Government to lift advice standards by law

LAURA MILLAN  |  TUESDAY, 20 OCT 2015
The government is determined to raise the professional standards of financial advisers, and it will do it by passing new legislation, it said in its response to the Financial System Inquiry. The government will develop legislative amendments that will ...