Mentor launches property course to assist advice practitioners and real estate career aspirants 

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Mentor Education Group has responded to a growing number of calls from accountants, brokers and financial planners for a course in real estate as more professional advisory practices position themselves for the future as ‘one-stop-shop’ service providers, said Mentor founder and managing director Dr Mark Sinclair. In addition, real estate has become a beacon for many […]

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Diploma of Financial Planning is not dead – long live the much-needed Diploma

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While the Diploma of Financial Planning (DFP) will no-longer be the minimum educational requirement for financial planners in 2019, it will continue to be the qualification of choice for those looking to start their career as an associate adviser, paraplanner, client relationship manager and other non-advice roles said Mentor Education Group founder and principal Dr Mark […]

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Demand for advice industry coaches and mentors to spur new post retirement career opportunities

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Despite the constant negative predictions of an unprecedented exodus of mature age advice practitioners, their expertise and skills will be demanded to fulfil new and emerging roles as the industry transitions into the post FoFA, Royal Commission era said Mentor Education Group founder and principal Dr Mark Sinclair. Commenting further Dr Sinclair said “Whatever the […]

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Accountants are at the crossroad – role model businesses needed to be beacons to the future

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The accounting profession has reached a major crossroad and many accountants have not wasted time restructuring their businesses to ensure they are relevant and successful in the future said Institute of Public Accountants (IPA) Victorian Vice President and Australian Wealth Solutions (AWS) principal Sam Zervides. Regrettably, a significantly greater number are refusing to acknowledge the […]

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Challenges ahead for broker industry but consumer confidence points to career and business opportunities

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Although the finance and mortgage broker sector has undergone many structural changes in past years (with more to come), it has also been the beneficiary of consumer disenchantment with the major institutions – especially their lending/client care and service practices said Mentor Education Group founder and principal Dr Mark Sinclair. When the final report of […]

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Dūcere announces partial MBA scholarships for Mentor alumni and financial service industry professionals

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Dūcere Global Business School (Dūcere) Founder & Executive Director Mathew Jacobson has announced an exciting partial scholarship opportunity for twelve Mentor Education past students (alumni) and financial service industry professionals to undertake their Master of Business Administration (MBA) in Innovation and Leadership. Commenting further on the announcement Mathew Jacobson said he believed the partial scholarship […]

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Mentor records enrolment increase with planners focussing on new era relevance & productivity growth  

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Financial planners are responding positively to industry qualification requirements with Mentor Education recording a significant increase in enrolments across the leading RTO’s Diploma, Advanced Diploma, Master and Bachelor courses said the organisation’s founder and principal Dr Mark Sinclair. Commenting further, Dr Sinclair said interestingly, the focus of enquiries and industry qualification courses undertaken by planners […]

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Client experience demands will see the end of planner offices closing for Christmas says Mentor Education

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The luxury of financial planners being able to close their offices for the Festive Season (or any extended period these days) have well and truly been dispatched to the pages of history in the new era of delivering exceptional client experience said Mentor Education Group Chairman Dr Jim Taggart. Commenting further Dr Taggart said “Of course […]

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Financial planning demands a lifelong commitment to client service beyond planner retirement says Mentor

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Buyer of Last Resort (BoLR) might be an excellent commercial life raft for the planner, but the subsequent on-sale and distribution of clients as ‘books of business’, are by far the worst possible outcomes for clients, a damning reflection on the planner and immensely damaging to the reputation of the advice industry as a whole said Mentor […]

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Overwhelming need affinity and expertise – key reasons for mature planners to defer exit says Mentor MD

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At a time when there is an overwhelming and growing need by mature age and senior Australian consumers to address the complexity of financial issues and longevity risks in retirement, experienced financial planners are choosing to exit the industry instead said Mentor Education Group founder and Managing Director Dr Mark Sinclair. Commenting further Dr Sinclair […]

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