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Showing 1 - 10 of 20 results for "Qualified Advisers"

The risks and opportunities in advice: SIAA

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... long term," he said. Part of the broader reforms propose creating a new class of financial advisers called "Qualified Advisers" (QAs) who will not be financially incentivised. Many believe that super funds will have a leg up over life insurers and banks ...

Super funds in pole position for expanded advice

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... Better Financial Outcomes package of reforms, which includes creating a new class of financial advisers called "Qualified Advisers" (QAs) who will not be financially incentivised. Financial Advice Association Australia (FAAA) chief executive Sarah Abood ...

2024 to be a watershed year: FAAA

JAMIE WILLIAMSON  |  THURSDAY, 11 JAN 2024
... second area of focus is improving Australians' understanding of the value of advice, particularly from qualified advisers. Abood highlighted research from the Governance Institute of Australia that shows perceptions of the ethics of financial planners ...

UK to overhaul advice affordability, access

KARREN VERGARA  |  TUESDAY, 12 DEC 2023
... number of changes that include offering better scaled or limited scope advice, and introducing a new class of "qualified advisers" who can offer simple personal advice but not charge fees in return.

QAR final response winds clock back, says FAAA

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... appears to be handing back to institutions the right to hire minimally qualified salespeople, who call themselves qualified advisers, to sell their products to consumers," she said. "We will have plenty more to say on this in the days and weeks to come. ...

Final QAR reforms open door to super funds

CASSANDRA BALDINI  |  THURSDAY, 7 DEC 2023
... the needs of many and reaches more people. The reduction of red tape and the introduction of a new class of qualified advisers alongside professional financial advisers across all financial institutions, including superannuation funds, are the right ...

Treasury to scrap advice admin burdens, boosts intra-fund advice

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
... Advice Duty will be implemented. Under Recommendation 4, the Good Advice Duty applies to all relevant providers (qualified advisers) who provide personal advice and Non-Relevant Providers such as advice firms or financial institutions. Design and Distribution ...

Could relief on advice compliance save consumers?

ELIZABETH MCARTHUR  |  THURSDAY, 2 APR 2020
... and that's such an awful position to be in," Heffron said. "And yet we have all these amazing, capable, qualified advisers who could help these people but won't because the compliance burden is huge." "Unfortunately, it is the less financially ...

Partnership sees improved advice services

ELIZA BAVIN  |  MONDAY, 17 FEB 2020
... advice, and a retirement health check. "The partnership with Link Advice gives LGIAsuper access to a pool of qualified advisers and enables us to scale up our advice service as demand increases," Farrar said. Farrar said members could also access advice ...

CPA, CAANZ designations approved

KANIKA SOOD  |  THURSDAY, 18 JUL 2019
... part of their CPA coursework 1989 onwards will be able to get two credits. The subjects that could get CPA-qualified advisers one extra credit are: personal financial planning and superannuation, financial planning fundamentals, superannuation and retirement ...
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