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Showing 1 - 10 of 347 results for "Professional Standards"

More advisers go self-licensed to avoid associative risks

MATTHEW WAI | THURSDAY, 28 MAY 2026

... talk seriously about how people enter, how they are trained and how the profession grows without lowering professional standards," he said. "The [lack of] advisers... is a clear and linear association with the measure of access to advice. If the population ...

Digital advice spurring demand for full personal advice: Report

KARREN VERGARA | WEDNESDAY, 15 APR 2026

... operational", governance frameworks are more robust than a decade ago and the strengthening of adviser professional standards. "If regulated participants move too slowly, consumers will normalise the use of unregulated digital and AI-based tools before ...

Infocus reinforces focus on adviser support, governance with new hire

MATTHEW WAI | TUESDAY, 10 MAR 2026

Infocus has named its head of professional standards, hiring from Count. Phil Creswell has joined the national advice group, where he will oversee adviser audits, quality advice coaching, business health checks and adviser support, helping to ensure ...

SMSFA recognises outstanding members

ELIZA BAVIN | FRIDAY, 20 FEB 2026

... embodying the values of the association. "David Saul plays a key leadership role as chair of the Association's Professional Standards Committee and is a highly respected and active contributor to the NSW local community," Burgess said. Association chair ...

Super moves: Aware, VFMC, CareSuper, UniSuper, NGS

ELIZABETH FRY | THURSDAY, 18 DEC 2025

... UniSuper, Matt has consistently demonstrated the expertise, leadership and unwavering commitment to the highest professional standards that we expect from our advice team. "This is yet another important step forward as we continue to build out our Advice ...

68% pass financial adviser exam: ASIC

KARREN VERGARA | MONDAY, 8 DEC 2025

... and those training to become a relevant provider to pass the financial adviser exam to comply with the professional standards. A person training to become a relevant provider must pass the exam before they can be authorised by an AFS licensee as a provisional ...

Crown Wealth director banned for two years

KARREN VERGARA | THURSDAY, 30 OCT 2025

... care. We were the 'good guys' - operating within the rules, protecting clients, and setting high professional standards." Rodwell can appeal to the Administrative Review Tribunal to review ASIC's decision. He joins former Lighthouse Partners ...

FAAA calls for stronger consumer protections in advice reforms

ANDREW MCKEAN | WEDNESDAY, 7 MAY 2025

... checklists. It noted that despite a series of major reforms, including the Future of Financial Advice and Professional Standards, disclosure obligations in Statements of Advice haven't evolved to reflect advisers' professional judgement requirements. ...

FAAA expands policy team

ELIZABETH FRY | THURSDAY, 27 MAR 2025

... including technical advice on superannuation, taxation, estate planning and social security entitlements, professional standards and advice. During his 25 years at Macquarie Bank, Barrett held various senior roles; most recently, he was division director ...

Firms treat CSLR as 'insurance policy': FAAA

KARREN VERGARA | MONDAY, 2 DEC 2024

... is with the AFSL layer and having accountability for PI insurance," she said. This includes issues with professional standards and having a capital liability scheme, which she describes as "complicated", as the structure of the advice profession is different ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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