All Articles tagged with 'standards'

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Not all advice is created equal

From FPA - Financial Planning Association

FPA welcomes recognition of value of professional advice The Financial Planning Association (FPA) welcomes all moves that promote the value of financial planning advice, encouraging ISN members to make sure

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22 Mar 2011

FPA lobbying helps secure ASIC’s role as sole regulator of Financial Planners

From FPA - Financial Planning Association

The Financial Planning Association (FPA) supports today’s announcement having fought hard for ASIC to remain the sole regulator of Financial Planners. ASIC oversees the regulation of financial planners and all

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10 Feb 2011

Independent research validates CFP® certification standard

From FPA - Financial Planning Association

A research study into Australia’s financial planning industry comprehensively supports the CERTIFIED FINANCIAL PLANNER® certification standards of education, experience and ethics. Conducted by Dr June Smith through Victoria University, the

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19 Jan 2011

SPAA supports Jeremy Cooper’s comments on high competencies and quality investors in SMSF sector

From SMSF Association

SPAA has pushed for higher standards of SMSF advice and audit through the Cooper Review and Future of Financial Advice Reform (FoFA) legislative process and has contributed to trustee education.

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11 Nov 2010

SPAA calls for changes to APESB proposed standard on how to charge for financial advice

From SMSF Association

Proposed standards will impose unreasonable and unsustainable obligations on accountants working as financial planners The Self Managed Super Fund Professionals’ Association (SPAA) has called for amendments to an Accounting Professional

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26 Oct 2010

Consumers provided commitment to quality and high standards with financial services Trustmark

From FSC - Financial Services Council

Consumers learnt today that the Financial Services Council had launched a Trustmark that will demonstrate a commitment to high quality and standards in financial products and services including superannuation, life

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12 Aug 2010

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]