In the FEBRUARY 2021 Edition of our FASEA Standards Newsletter, we discuss:
When a marketing campaign becomes advice
Westpac claimed the conversations between its personnel and the superannuation fund members fell within the framework of general advice. The High Court disagreed.
Paraplanners as a pathway to Professional Year
Demand for skilled paraplanners has increased significantly as advisers deal with soaring admin time in the face of regulatory change
Time for Financial Advisers to ask “Why”
Why did I first get in to financial planning? Why am I completing the FASEA Exam and FASEA Higher Education requirements? Indusrtry change offers opportunity to ask “why”.
Read the full FASEA Standards Newsletter (FEBRUARY 2021 Edition)