Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 11 - 20 of 336 results for "Professional Standards"

FPA policy and advocacy lead steps down

KARREN VERGARA  |  WEDNESDAY, 8 MAR 2023
... step down after seven years with the organisation. Ben Marshan joined the FPA in 2015 as a manager for professional standards and advocacy and moved into several senior roles over the years. Before the FPA, Marshan was a financial planner and advice ...

FPA, AFA merger talks continue

CASSANDRA BALDINI  |  WEDNESDAY, 14 DEC 2022
... merged association will also allow more and better resourcing for members, including events, community and professional standards," he said. "The boards of both associations strongly believe that a merger is in the best interests of all members, and ...

Advisers must register for FSCP: ASIC

CASSANDRA BALDINI  |  THURSDAY, 24 NOV 2022
... of FASEA being wound up, the administration of the exam came to ASIC, but the format of the exam and the professional standards more broadly moved to the Minister," she explained. "There is a determination that sets out what that exam format needs to ...

Never been more optimistic: Abood

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
... said. Abood reflected on some of the regulation that has also impacted advisers over the past three years. "Professional standards were introduced for financial planners and the Code of Ethics was legislative, the requirement to pass an exam and complete ...

FPA membership declines, deficit materialises

ANDREW MCKEAN  |  THURSDAY, 3 NOV 2022
... that continue to impact the financial planning sector, including industry reform, new FASEA education and professional standards, changes to business models, and adviser numbers within large AFSLs. "These factors have caused a number of financial planners ...

Still work to do on QAR: Levy

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
... greatest ongoing discussion among his membership is around the idea that relevant providers have one set of professional standards that those not considered relevant providers don't. "It does cause concern about leveling the playing field; how do ...

The time for change is now: Jones

CASSANDRA BALDINI  |  WEDNESDAY, 21 SEP 2022
... have been made. We are consulting so let that run its full course," he added. On the subject of changes to professional standards, Jones said some people might say things are "hunky dory" and there's no need for change. "I suspect that won't be the ...

Adviser standards consultation commences

JAMIE WILLIAMSON  |  THURSDAY, 25 AUG 2022
Treasury has kicked off its review of adviser professional standards with a consultation paper that outlines its proposed new pathway for experienced advisers. The government's position has been that a minimum of 10 years' experience and a clean ...

Government to review adviser professional standards

JAMIE WILLIAMSON  |  THURSDAY, 11 AUG 2022
... executive Sarah Abood said. "Financial planners currently face considerable uncertainty regarding future professional standards, and many have paused or postponed studies until the outcome is known. Hence we believe the resolution of this matter is of ...

AMP completes Resolution Life divestment

ANDREW MCKEAN  |  WEDNESDAY, 29 JUN 2022
... intelligence capabilities that benefit our customers. "We will continue to lead by example like we have in lifting professional standards for the industry, using AI technology for claims assessment and being one of the first life insurers in Australasia ...