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Showing 1 - 10 of 89 results for "Adviser education"

Feature: Private credit | The fine print

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... reiterated the need for this reform in view of its private market surveillance work. Looking ahead, Torrington says adviser education will be key. "They should know what to ask. I'm always saying advisers will fix this long before ASIC," he adds. ...

SIAA focuses mission on building prosperity for investors

KARREN VERGARA  |  TUESDAY, 19 MAY 2026
... and attended 127 government meetings. Among other initiatives, SIAA helped secure recognition for reform to adviser education standards to rebuild the pipeline of professionals, prevented increases to wholesale investor thresholds and engaged closely ...

Mulino targets retail investor protections, high-risk MISs: SIAA

KARREN VERGARA  |  TUESDAY, 19 MAY 2026
... including the Compensation Scheme of Last Resort (CSLR), Delivering Better Financial Outcomes (DBFO) and financial adviser education pathways, as a broad piece of work. "What happened soon after I came into this role is that we saw the Shield and First ...

Chartered accountants should be allowed to provide advice: CA ANZ

MATTHEW WAI  |  MONDAY, 2 FEB 2026
... are considered," the submission said. As a solution, CA ANZ is calling on the government to review financial adviser education standards to create new avenues for advice and allow chartered accountants to provide strategic financial advice without additional ...

My Dealer Services partners to enhance adviser education

MATTHEW WAI  |  TUESDAY, 25 MAR 2025
The Sydney-based firm has secured access to Colonial First State's (CFS) FirstTech division for the more than 400 financial advisers within its network. The educational partnership provides My Dealer Services (MDS) adviser members with the "most up ...

Jones flags drafting of Tranche 2 legislation

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... firm can employ to give safe advice," Jones said. Yesterday, Jones unveiled proposed changes to the financial adviser education requirement by scrapping the list of approved qualifications and proposing to allow any bachelor's degree or higher in ...

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 ...

Calls for a simplified path to financial advice

ANDREW MCKEAN  |  WEDNESDAY, 15 MAY 2024
... Financial Advice Association Australia (FAAA) chief executive Sarah Abood said she supports recent proposals around adviser education from the Joint Associations Working Group (JAWG) because "we need far more people with these qualifications" and the ...

FAAA calls for 'fairness' ahead of Budget

ELIZA BAVIN  |  TUESDAY, 14 MAY 2024
... tax deductibility of financial advice, enabling advisers access to the ATO portal, more support for financial adviser education and exam price relief, and to reverse the proposed changes to Reduce Input Tax Credits for advice fees. FAAA chief executive ...

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI  |  TUESDAY, 21 NOV 2023
... disruption for M3 advisers and their clients," WTL stated. "M3 advisers will benefit from WTL's market leading adviser education and training, and access to its innovative consumer education, client recruitment, client retention and digital marketing ...
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