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Showing 21 - 30 of 54 results for %22CPA Australia Advice%22

Major advice licensee in possible best interest breach

JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2019
... analysis shows the largest groups advisers left before joining SMSF Advisers Network are Count Financial, CPA Australia Advice and SMSF Advice.

FASEA clarifies adviser exam rules

DARREN SNYDER  |  MONDAY, 19 NOV 2018
... have had their assessments already assessed by Department of Education and Training (DET) approved bodies such as CAANZ and CPA. FASEA will undertake assessment for a fee of foreign qualifications to determine the relevant pathway to meet FASEA's ...

Gender diversity in advice dormant

JAMIE WILLIAMSON  |  FRIDAY, 9 NOV 2018
... each have 22%, while Victoria sits at 20% and Western Australia at 19%. Looking at association affiliations, about 25% of CPA Australia's membership is female while 22% of female advisers identify as members of the Financial Planning Association ...

CPA Australia scraps advice offering

JAMIE WILLIAMSON  |  MONDAY, 23 JUL 2018
... Australia is dropping its financial advice offering after a review determined it was not financially viable. CPA Australia Advice notified its existing authorised representatives and staff on Friday of its intention to shutter, saying it will assist ...

CPA creates planner education solution

EMMA RAPAPORT  |  FRIDAY, 20 JAN 2017
... Certified Practicing Accountants Australia will have the knowledge requirements to attain RG 146. According to the CPA Australia website, the Financial Planning Fundamentals program will open the door for participants to an exciting career in financial ...

CPA granted AFSL

KERRIE SYDEE  |  MONDAY, 18 APR 2016
... Financial Services licence (AFSL) and an Australian Credit Licence (ACL) for its wholly owned subsidiary, CPA Australia Advice. The granting of the licences is an important step in the establishment of the new financial services company which was announced ...

CPA sets up independent advice license

LAURA MILLAN  |  FRIDAY, 5 JUN 2015
CPA Australia has set up CPA Australia Advice, an independent financial planning licensee that aims to become "a new benchmark for professional and ethical conduct." The business is expected to be fully operational in 2016 and is owned by the accounting ...

ASIC stands up for adviser national exam

LAURA MILLAN  |  FRIDAY, 28 NOV 2014
... recent high-profile cases of advisers mis-selling financial products, this is sadly no surprise." In September, CPA Australia and Chartered Accountants ANZ alerted that a national examination for financial advisers would fail to address the current deficiencies. ...

Forget about national advice exam, focus on training: CPA

LAURA MILLAN  |  THURSDAY, 11 SEP 2014
A national examination for financial advisers would fail to address the current deficiencies and, instead, CPA Australia and Chartered Accountants ANZ say the focus should be on adviser training and establishing a comprehensive curriculum. A single ...

ASIC concerned about SMSFs, warns spruikers

LAURA MILLAN  |  THURSDAY, 17 JUL 2014
... they are appropriately licensed to provide the advice," ASIC commissioner Greg Tanzer said during a speech at a CPA Australia conference. Tanzer argued that "with the increased popularity of SMSFs and property investment, real estate agents and property ...