Professionalism's greatest test, or examBY CHRISTOPHER PAGE | FRIDAY, 8 APR 2011 3:34PMFinancial advisers and their associations have been lobbying hard to be treated as professionals and it seems ASIC has heeded their advice with a consultation paper that, if implemented ... Upgrade your subscription to access this article
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Cover Story
Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.
When this will start and palnner like me who has been practicing for 10 years or more, how I can prepare myself for these cahnges. Thank you
I wonder whether the industry funds so called "financial planners" or "advice representatives" have to go through the same training!??
I have been an adviser since 1981 and have always embraced the changes when it comes to more education. This is not a challenge but a welcome change that will weed out the advisers who are not committed to the client. I also agree that it must be a level playing field and that the industry fund reps must be part of this ASIC adviser certification exam, I just hope that it is not dumbed down.
Hi there, I'm working for an Insurance company in Mauritius and I would like to go through an ASIC. Would it be possible to do it from here? Regards