Newsletter

FASEA Standards Newsletter (AUGUST 2021 Edition)

In our AUGUST 2021 Edition of our FASEA Standards Newsletter, we discuss: The Professional Mindset Mindset – the importance of PerspectivePerformance (personal or business) becomes a matter of focusing attention on the things we can control, how we choose to responsd to external factors, & not getting distracted by the things we can’t control.  LISTEN HERE 

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FASEA Standards Newsletter (JULY 2021 Edition)

In our JULY 2021 Edition of our FASEA Standards Newsletter, we discuss: The Professional Mindset “There are exactly two things that determine how your life will turn out: luck and the quality of your decisions.  Luck, by definition, is something you can’t control. The quality of your decisions is something you can.”   Annie Duke, Professional Poker Player & Decision Strategist  I

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FASEA Standards Newsletter (JUNE 2021 Edition)

In our JUNE 2021 Edition of our FASEA Standards Newsletter, we discuss: “Decision making is the most powerful cognitive tool we possess.  Developing a ‘personal decision making framework (DMF)’ is crucial to achieving the outcomes you want, quality of life, fulfillment, happiness, and success (as defined by you).  A personal DMF directly influences your ideal balance

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FASEA Standards Newsletter (APRIL 2021 Edition)

In the APRIL 2021 Edition of our FASEA Standards Newsletter, we discuss: ASIC Updates:  More RoAs, less ‘turgid’ guides ASIC’s “Affordable Advice” ConsultationOf the 469 submissions to ASIC, the large adviser cohort made a combined plea for the regulator to “talk directly to advisers, not just licensees, professional associations and lobbyists”.      FASEA Standards:  FASEA Exam

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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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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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