Moneymanagement.com.au recently reported that 84% of financial advisers passed the FASEA June exam.
No at bad result BUT 100% of Integrity One’s advisers that sat the exam passed the exam – now that’s a great result!.
Congratulations Tom Bailey, Nic Berry, Matt Borg, Jenny Sneesby, Cath Winduss & Ben Young.
The exam is a required component of the education standard that all advisers are required to pass to provide personal financial advice to retail clients in respect of retail financial products.
The exam tests the practical application of advisers’ knowledge in the following competency areas:
- Financial Advice Regulatory and Legal requirements (including Corporations Act chapter 7, AML, Privacy and Tax Agents Services Act (TASA) 2009
- Financial Advice Construction – suitability of advice aligned to different consumer groups, incorporating consumer behavior and decision making·
- Applied ethical and professional reasoning and communication – incorporating FASEA Code of Ethics and Code Monitoring Bodies.
Please contact Integrity One if we can assist you with this or any other financial matter.
Phone: (03) 9723 0522
Suite 2, 1 Railway Crescent
Croydon, Victoria 3136
Email: integrityone@iplan.com.au
This information is of a general nature and does not take into consideration anyone’s individual circumstances or objectives. Financial Planning activities only are provided by Integrity One Planning Services Pty Ltd as a Corporate Authorised Representative No. 315000 of Integrity Financial Planners Pty Ltd ABN 71 069 537 855 AFSL 225051. Integrity One Planning Services Pty Ltd and Integrity One Accounting and Business Advisory Services Pty Ltd are not liable for any financial loss resulting from decisions made based on this information. Please consult your adviser, finance specialist, broker, and/or accountant before making decisions using this information.