Joel Ronchi

FASEA Exam Masterclass – FASEA CODE of ETHICS Overview

Request your “Exam Ready” info pack SNEAK PEEK VIDEO… Here’s some feedback from Advisers who attended our recent Masterclass held on 5th & 6th March…. * “Thank you Joel – very helpful. Without this guide, navigating the course curriculum would have been a nightmare.” * “Thanks for today Joel. Great course and solid content. Fingers

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FASEA Standards Newsletter (FEBRUARY 2021 Edition)

In the FEBRUARY 2021 Edition of our FASEA Standards Newsletter, we discuss: ASIC Wins:  Westpac loses “personal advice” case in High Court When a marketing campaign becomes adviceWestpac claimed the conversations between its personnel and the superannuation fund members fell within the framework of general advice. The High Court disagreed. New Entrants / Advisers:  Career Pathways –

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Financial Advisers need to think like ENTREPRENUERS

The term entrepreneurial describes the ability to see opportunities that others miss and the courage to take calculated risks to push an organisation forward. Entrepreneurs are innovative because they aren’t limited by conventional thinking. Advisers have been conditioned to operate inside boundaries set by the industry and their Australian Financial Services Licensee (AFSL). Few stray

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An old Pathway to a new Career as a Financial Adviser

Demand for skilled paraplanners has increased significantly as advisers deal with soaring admin time in the face of regulatory change. Financial Advisers are no longer able to ‘do everything themselves’ because the advice delivery process has evolved beyond its simple beginnings to a highly sophisticated, complex and at times confusing infrastructure. This is an indication

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FASEA Standards Newsletter (JANUARY 2021 Edition)

In the JANUARY 2021 Edition of our FASEA Standards Newsletter, we discuss: FASEA Exam:  NOVEMBER 2020 Exam Results & Analysis 89.5% of Financial Advisers have PASSED Exam Over 12,573 advisers have sat the exam with almost 90% demonstrating the knowledge of advice construction, ethics & legal requirements examined. Regulations:  FASEA to be ‘disbanded’ Regulatory Framework to be

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