Education
FASEA meets advisers halfway on degrees
The authority has released its final mandate for advisers, with a 240-hour shortcut for non-relevant degree holders among the late changes. Tahn Sharpe writes.
Tahn SharpeJanuary 16, 2019
Dante De Gori
Professional Standards
Associations band together around code monitoring
A coalition of associations will work together to provide a unified code-monitoring scheme and aim to use scale and expertise to bring down costs for advisers – pending ASIC’s approval.
Tahn SharpeDecember 19, 2018
FPA Congress 2018
FPA makes bet on souped-up matching tool
The association will compete with fintechs such as Adviser Ratings after expanding its Find a Planner online matching service to include personal criteria.
Tahn SharpeNovember 22, 2018
FPA Congress 2018
Regulators will face advisers as reform looms
This year’s FPA Professionals Congress will focus on giving advisers a chance to engage with the regulators deciding their fate, FPA chief executive Dante De Gori says.
Tahn SharpeNovember 21, 2018
Featured Homepage Posts
CFPs wait nervously for FASEA ruling
FASEA signed a memorandum of understanding with TEQSA in April and has held discussions about recognition of qualifications but the fate of the FPA’s CFP program is unknown.
Matthew SmithSeptember 14, 2018
Education
Deakin Uni backs FPA’s CFP push
The FPA has received help from a major university in its efforts to get FASEA to recognise its members’ CFP studies. The authority’s decision may hinge on such support.
Tahn SharpeJuly 5, 2018
Royal Commission
Battle of the ban: the conflict to end grandfathered commissions
The FPA and ASIC have drawn a line in the sand. The time has come to end grandfathered commissions, they say, but many predict harmful unintended consequences. Matthew Smith writes
Matthew SmithJune 20, 2018
Industry
No such thing as a ‘relevant’ degree: FPA
The financial planning industry's peak body has countered FASEA’s education pathways proposal with a pared back alternative.
Tahn SharpeJune 13, 2018