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Showing 1 - 10 of 53 results for "Professional Year"

Two Brisbane advice firms merge

KARREN VERGARA  |  WEDNESDAY, 17 APR 2024
... Advice why he's a strong advocate for guiding the next generation of advisers, having helped trained EWM's fifth Professional Year candidate. "Philosophically we want a strong, stable team and having good career paths for the younger generation is a ...

Coastal Advice Group merges with Compass Financial Management

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
Coastal Advice Group (CAG) has continued its expansion plans by announcing it has merged with Port Macquarie financial advice firm Compass Financial Management. This comes after CAG also acquired both RI Advice Brighton and Wealth for Life Financial ...

Treasury promises flexibility to adviser qualifications

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
... four education and training standards: gain the approved qualifications, pass the exam, complete an initial professional year of work and training, and undertake continuing professional development. Bryn Evans, a private wealth adviser at Integro Private ...

Treasury to refresh financial adviser exam

KARREN VERGARA  |  MONDAY, 18 DEC 2023
... be qualify as one. These are attaining the qualifications, passing the mandatory exam, undertaking an initial professional year of work and training, and continuing professional development. "The Government is committed to ensuring the exam remains a ...

AMP revamps Jigsaw Advice Solutions

JAMIE WILLIAMSON  |  THURSDAY, 14 DEC 2023
... option to add-on other services like complaints handling, individual client remediation, business consulting, professional year support, and money management solutions. In enhancing the offering, AMP has made available aged care and retirement planning ...

Key advice reforms still coming, Jones promises

JAMIE WILLIAMSON  |  WEDNESDAY, 22 NOV 2023
... thinks there's a role for recognised prior learning here, a need to look at "what people are doing in their professional year versus their undergraduate stuff", and a "need to recognise there's different callings within the broader industry as ...

Adviser demand up as industry turns corner: Recruiter

KARREN VERGARA  |  FRIDAY, 7 JUL 2023
... client demand as mentioned with an 18-to-24-month development plan into full advice roles, with mentoring and Professional Year (PY) offered," he said. From the supply side, there are currently three different types of associate or PY candidates available ...

ASIC releases May exam pass rate

KARREN VERGARA  |  MONDAY, 19 JUN 2023
... practising as advisers on the FAR and but can be re-authorised in the future. Some 950 passed while completing their Professional Year of work and training. The exam tests candidates in three core areas: financial advice regulatory and legal obligations ...

February exam records 67% pass rate

KARREN VERGARA  |  MONDAY, 27 MAR 2023
... Financial Adviser Register (FAR), representing 99% of the register. There were over 890 candidates completing their professional year of work and training. The November cycle recorded a 57% pass rate based on 282 candidates. Those who have passed demonstrate ...

TAA urges active recruitment for industry sustainability

KARREN VERGARA  |  FRIDAY, 17 MAR 2023
... law had short-term, full-time employment outcomes of around 80%." One area that needs to be improved is the Professional Year, he said, which takes up a significant amount of time and money for licensees, particularly those on a smaller scale. Macdonald ...
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