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Showing 1 - 10 of 112 results for "Paraplanner"

ASIC acts against another former FSGA adviser

JAMIE WILLIAMSON  |  MONDAY, 13 APR 2026
... was particularly the case where the fact find had been done by an unlicensed third party, the SOA was prepared by a paraplanner, and where he had only met the client once during a meeting between them and the third party referrer. He first provided advice ...

Five promoted at Frontier Advisors

JAMIE WILLIAMSON  |  THURSDAY, 9 APR 2026
... Anthony Luxford and Dan Manser are now senior consultants. Luxford previously worked in financial advice, including as a paraplanner, before joining Frontier as an associate in 2021. He works in the emerging institutional investor team. Meantime, Manser ...

Adviser exam pass rate exceeds 70% for the first time in 12 months

MATTHEW WAI  |  TUESDAY, 7 APR 2026
The pass rate has surpassed 70% for the first time in a year. In the March exam cycle, 292 sat the exam and 209, or 71.6%, passed the exam. Some 227 (77.7%) sat the exam for the first time. Unsuccessful candidates will receive general feedback on areas ...

FAAA urges inclusion of advisers on occupational shortage list

ELIZA BAVIN  |  THURSDAY, 19 MAR 2026
The Financial Advice Association Australia (FAAA) has made a submission to the Jobs and Skills Australia (JSA) consultation on the 2026 Occupation Shortage List Stakeholder Survey. FAAA chief executive Sarah Abood said there is "substantial evidence" ...

Advice sector looks to offshore talent to bridge skills gap

KARREN VERGARA  |  THURSDAY, 20 NOV 2025
The financial advice profession is helping solve the talent shortage by tapping into the offshoring workforce, offering pathways to education and training, according to Financial Advice Association Australia (FAAA). At the annual Congress in Perth ...

Inflation pummels adviser pay by 20%

KARREN VERGARA  |  WEDNESDAY, 10 JUL 2024
Financial advisers' remuneration has failed to beat inflation for more than 20 years, going backwards by 20%, according to a recruiter. An analysis by Recruit 2 Advice found that since 2000, advisers' salaries increased 1.9% annually or 2.8% averaged ...

Paraplanners unfazed by QAR, AI: Survey

KARREN VERGARA  |  WEDNESDAY, 22 NOV 2023
... the Quality of Advice Review potentially making their roles redundant, according to a new survey. This year's Paraplanner Hub and Tanngo survey finds that most paraplanners are not concerned about job security as only 37% think that technology and ...

Midwinter partners for paraplanning solution

CHLOE WALKER  |  WEDNESDAY, 30 AUG 2023
Midwinter Financial Services (Midwinter) will work with Scale Up Paraplanning, TNW Solutions, and Rocket Services to create an integrated paraplanning solution for advisers. Launched off the back of a successful pilot phase, the Paraplanning Partners ...

New CFS platform at the cutting Edge: Quirk

CHLOE WALKER  |  TUESDAY, 1 AUG 2023
After several months' delay, Colonial First State's much-anticipated Edge platform has launched, with CFS distribution lead Bryce Quirk saying it's expected the new offering will fare as well as FirstChoice. Developed in collaboration with FNZ, CFS ...

It's the year of the raise, says Hays

JAMIE WILLIAMSON  |  THURSDAY, 1 JUN 2023
... typically on $100,000 and $90,000 in Melbourne. In financial planning, Hays says the average base salary for a senior paraplanner is $100,000 in Sydney and $98,000 in Melbourne, while a senior financial planner is on $160,000 in Sydney and $130,000 in ...
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