The 5 levels of professional competence

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A strange question to ask perhaps, but can a professional be both competent and incompetent simultaneously? Of course they can. As new regulatory standards are embedded everywhere for professional services... Read more continue reading

Licensee Breaches: When in doubt, report

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The Australian Securities and Investments Commission (ASIC) is reminding Australian Financial Services (AFS) licensees that significant or likely breaches of their obligations must be notified within 10 days. Managing Director... Read more continue reading

AMP’s Horizons launches online Masters with Griffith University

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AMP’s financial planning academy Horizons, will launch an online Masters program with Griffith University which will allow candidates to gain a Master of Financial Planning through a flexible program that... Read more continue reading

Slice 3 Survey Results

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Financial Planners shun social media focusing on building client referral strategies The aim of the SLICE survey, which runs 3 times a year (each time on a different theme) is... Read more continue reading

Advisers and accountants completing SMSF lenders advice certificates may be breaching the law

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Financial advisers and accountants who provide certificates for limited recourse borrowing arrangements may inadvertently provide credit advice in breach of the National Consumer Credit Protection Act 2009 and for which... Read more continue reading

8 easy ways to optimise your YouTube videos

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It is widely accepted that YouTube – owned by Google – is effectively the second largest search engine in the world (it is also the third most visited website in... Read more continue reading

Interview sabotage

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I was reminded recently of how candidates can sabotage themselves in interviews when a financial planner called me to vent about an interview he had attended for a role with... Read more continue reading

DLA Piper dominates at national insurance awards

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DLA Piper has been awarded Law Firm of the Year at the Australian Insurance Industry Awards. The firm was announced the winner of the category featuring finalists Barry.Nilsson. Lawyers and HWL... Read more continue reading

Standing out from the crowd

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Depending on your data source, there are around 15,000 financial advisers in Australia and around 3,400 holders of an Australian Financial Services Licence (AFSL) which can provide personal advice. Around... Read more continue reading

Award hat trick for Aon Risk Solutions Australia

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Aon Risk Solutions Australia named ‘Large Broker of the Year’ for the third year in a row at Australian Insurance Industry Awards For the third year in a row, Aon... Read more continue reading