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

Search Results

Showing 1 - 6 of 6 results for "Adviser qualifications"

Treasury promises flexibility to adviser qualifications

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
Financial advisers are promised "greater flexibility" in gaining educational and training qualifications under new amendments proposed by Treasury. Yesterday, assistant treasurer Stephen Jones launched a consultation to update how advisers can demonstrate ...

Experience pathway could create two adviser tiers

KARREN VERGARA  |  TUESDAY, 23 MAY 2023
... experienced adviser and a relevant adviser could then be simply addressed at the consumer level, for example, adviser qualifications or lack thereof, and experience, could be contained in the Financial Services Guide and marketing materials," Macdonald ...

Wealth industry on the cusp of evolution: Report

CASSANDRA BALDINI  |  TUESDAY, 28 JUN 2022
... market. "In Australia, as we noted in our Future of Financial Advice publication, regulatory reform and adviser qualifications added to the cost of advice, widening an already large advice gap. Further, the benefits of, and hence need for, financial ...

Experienced advisers in education limbo

KARREN VERGARA  |  MONDAY, 21 MAR 2022
... maelstrom promising an easier education pathway. With both major parties announcing significant changes to adviser qualifications, veteran advisers who have yet to obtain the approved degree find themselves in a conundrum - whether they should continue ...

ASIC planner deadline looms

ALEX BURKE  |  FRIDAY, 29 MAY 2015
... of May 26, there are 33,429 advisers on the register. Future iterations will include information such as adviser qualifications, training and association membership details. Industry reception to the register has been mostly positive. An AMP spokesperson ...

Clients prefer good reputation, knowledge over low fees

LAURA MILLAN  |  WEDNESDAY, 6 AUG 2014
... professionalism is a key issue and 4.1% thinking that independence of a large financial institution is essential. Adviser qualifications ranked even lower, at 3.4%, and the fact that the adviser is recommended by an accountant only got 3.1% of the responses. ...
PAGE:
1