Scaled Advice – Bulletproof Financial Planning

A financial planner’s guide to complying with the new FoFA rules, and how adhering to the FPA’s code of professional practice can help negotiate a potential minefield.

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Govt urged to act quickly on adviser education standard reforms

Govt urged to act quickly on adviser education standard reforms

A three-part framework for new financial adviser education standards has received widespread support from industry and professional bodies across the spectrum, but the government has been told to act urgently to implement reforms to reverse a precipitous decline in adviser numbers since 2019 and to make advice more affordable and accessible.

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