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Showing 1 - 10 of 56 results for "Professional Year"

ASIC issues experienced pathway guidance

KARREN VERGARA  |  WEDNESDAY, 22 MAY 2024
... undertaking further qualifications. It serves as an alternative for advisers to satisfy the qualifications and professional year standards. The new law passed last year states that an experienced provider is a person who was a relevant provider of personal ...

Sequoia seeks Takeovers Panel intervention

KARREN VERGARA  |  FRIDAY, 17 MAY 2024
... wrote in response. Sequoia had 376 advisers in total as of May 1, with 24 advisers currently undertaking their Professional Year. Another assertion stated that about $11 million was spent on acquisitions in a short period of time, mainly on small books ...

Advisers urgently call on Treasury to recognise degrees

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... new entrants across the entire financial advice sector was only 381," she said. "We know there are very few Professional Year candidates currently progressing with our member firms. The number of new entrants will not replenish the advisers who are going ...

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 ...
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