A professional standards regime for all financial advisers will commence from 1 January 2019. The Financial Adviser Standards and Ethics Authority (FASEA) are responsible for developing the new education and experience requirements, as well as setting the Code of Ethics
Recognised accountants cannot recommend the establishment or winding up of a self-managed superannuation fund unless they are appropriately licensed. Explore your licensing options.
Holding a limited AFS licence is one of your options when it comes to providing financial advice. Find out about the latest educational requirements and the tailored resources available to you.
Find out about your options and requirements on becoming a tax (financial) adviser and learn about renewing your tax (financial) adviser registration.
The CPA Australia Financial Planning Specialisation (FPS) builds on your expertise and specifically recognises members who specialise in financial planning advice.
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