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Showing 1 - 10 of 161 results for "education standards"

Will HNW firms re-enter retail advice?

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
... was to do so, JBWere Australia chief executive Maria Lykouras told yesterday's AFR event. With increased education standards, the focus on the code of ethics, uplift in some of the legislative requirements, Lykouras said that it puts JBWere in a ...

Former AFA president Dugald Mitchell remembered

KARREN VERGARA  |  FRIDAY, 25 AUG 2023
... profession; it was the highest honour bestowed on an AFA member. "He was the main force behind the need to increase education standards in the 80s and 90s, he was tireless in his efforts to present advice as a profession," former AFA national president ...

Advisers lacking PII sidestep AFCA rulings

KARREN VERGARA  |  FRIDAY, 28 JUL 2023
... Despite the number of advisers decreasing, the standards have inversely increased. From about 2018, when new education standards and the Code of Ethics were introduced, Singh said there has been an increase in the quality of advice delivered by the profession. ...

Super planning remains top adviser focus this EOFY: Podcast

CASSANDRA BALDINI  |  THURSDAY, 15 JUN 2023
... professional standards for advisers," he said. "A lot of advisers are still on the pathway to meeting their education standards by that date. " Listen to the full episode here

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

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
... be effectively implemented," he said. Issues to consider include the scope of advice allowable for a fund; education standards required for an employee or representative; and holding representatives to an appropriate duty. Stream Three will examine the ...

Experience pathway could create two adviser tiers

KARREN VERGARA  |  TUESDAY, 23 MAY 2023
... confuse consumers about who is and isn't qualified to provide advice. As Treasury mulls over finalising education standards for experienced financial advisers and new entrants, which ended on May 3, The Advisers Association chief executive Neil Macdonald ...

Experience pathway consultation opens

KARREN VERGARA  |  TUESDAY, 18 APR 2023
... by the government. "These amendments would address cases where would-be advisers currently fail to meet the education standards for technical reasons," Treasury said. For advisers that are registered tax agents, under the new law, they will no longer ...

"A lawyer's picnic": QAR report slammed

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2023
... executive Phil Anderson said there would need to be controls around the kinds of advice that might apply and education standards for non-relevant providers must also be lifted. However, he said that if the proposal only allows for simple advice to be ...

Advisers must register for FSCP: ASIC

CASSANDRA BALDINI  |  THURSDAY, 24 NOV 2022
... said the declarations will concern fitness and propriety, as well as ensuring advisers are tracking well with education standards. On that note, Sciacca explained future adviser exam dates are currently being reviewed. "We'll be releasing next year's ...

Never been more optimistic: Abood

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
... regulation. "Governments consulting on ways to improve the adviser exam and bringing more flexibility to the education standards. The Australian Law Reform Commission is working to clear a path through that maze that is the Corporations Act, and all ...
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