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Financial planning: associate to provisional adviser

The financial advice industry has faced many challenges in recent years due to the Corporations Amendment (Professional Standards of Financial Advisers) Act 2017 commencing and introducing reforms to the Corporations Act 2001 (Corporations Act), to raise the education, training and ethical standards of financial advisers. Financial advisers must complete an approved qualification at the tertiary...

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More employers look to professional year Financial Advisers to scale business

A publication in the Independent Financial Adviser (ifa) reports a growing trend where organisations employ Financial Advisers who are still undertaking their professional year as a key strategy to drive growth and cater to an ever-growing volume of clients. This bodes well for aspiring financial planners as they are increasingly being seen as viable recruits,...