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Showing 11 - 20 of 84 results for "Professional Year"

AZ NGA partners with Sydney Financial Planning

ANGELIQUE MINAS  |  TUESDAY, 2 DEC 2025
... given its proven track record of identifying, training and cultivating talent within new graduates during their Professional Year. "Sydney Financial Planning has a structured development plan and adviser pairing model, which is designed to enhance the ...

More than 2000 advisers at risk as deadline looms

JAMIE WILLIAMSON  |  MONDAY, 1 DEC 2025
... they will not be able to resume providing personal financial advice to retail clients until they've completed a professional year and obtained a degree or relevant degree or qualification. They will also not have access to the experienced pathway. To ...

FAAA's Advice Academy launches

KARREN VERGARA  |  FRIDAY, 28 NOV 2025
... support new entrants. Advice Academy offers training modules from Kaplan Professional, mentoring opportunities, a professional year (PY) hours tracker, webinars, and careers support through FAAA Careers and Striver. FAAA chief executive Sarah Abood said ...

Entireti partners with Striver to shore up talent

ANGELIQUE MINAS  |  TUESDAY, 25 NOV 2025
... attracting and developing new entrants was in the group's heritage, as many firms within its network have mentored professional year (PY) advisers. He described the partnership as a reflection of the group's desire to take on a leadership role in growing ...

Advice sector looks to offshore talent to bridge skills gap

KARREN VERGARA  |  THURSDAY, 20 NOV 2025
... qualifications," she said. "Potentially we can move them back onshore at the point at which they become eligible for a professional year (PY) and potentially place them with the firm that they've been working for offshore." A spot poll conducted ...

MBS Insurance partners with Orbital Life

ANGELIQUE MINAS  |  WEDNESDAY, 12 NOV 2025
... also join MBS Advice License. Burden said: "We have grown by bringing on new advisers, training and mentoring professional year candidates, and establishing joint venture relationships with advice firms but, adjacent to that, we've invested heavily ...

Adviser banned for PRP supervision failures

MATTHEW WAI  |  THURSDAY, 31 JUL 2025
... supervision was also labelled "inadequate" with the documents required by the Corporations (Work and Training Professional Year Standard) Determination 2018 were incomplete, unsigned or insufficient to satisfy the requirements, ASIC said. As the supervisor ...

Labor wins: What super, advice industries want

ELIZA BAVIN  |  MONDAY, 5 MAY 2025
... easier for talented individuals to join our profession. That includes offering financial support to employers of Professional Year candidates, making the exam more accessible, and ensuring flexibility in the education framework," she said. "We are optimistic ...

Adviser exam pass rate declines

MATTHEW WAI  |  MONDAY, 7 APR 2025
... 289 participants. The passing of the exam is required before an adviser initiates the third quarter of their professional year and they also need to be authorised by an Australian financial services licensee as a provisional financial adviser. To date ...

Government to scrap advisers' approved qualifications list

KARREN VERGARA  |  MONDAY, 10 FEB 2025
The federal government is backtracking on one key financial adviser education requirement by scrapping the list of approved qualifications and proposing to allow any bachelor's degree or higher. Assistant treasurer Stephen Jones this morning announced ...