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Financial planning
Become a financial adviser
Discover the education and experience requirements and ethical obligations for financial advisers
- Financial planning
Education requirements for existing financial advisers
Information for existing financial advisers regarding education pathways
- Financial planning
Regulations for financial planning
Regulation of SMSF advice, regulation of consumer credit and regulation of tax (financial) advisers
- Financial planning
Financial planning guides and calculators
Guidance notes, guides and calculators for financial advisers
- Financial planning
Regulated credit activities
Important information for when you or your business engage in credit activities
- Financial reporting
- Financial planning
Accountant's letters
Accountant’s letters, declarations and capacity to repay certificates
- Financial planning
Your obligations under APES 230
APES 230 Financial Planning Services sets out mandatory requirements and guidance for members engaged in the provision of financial planning advice.