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Financial planning needs a defined career path


“There is very little knowledge on what the career path is. They’ll ask ‘what do I look for when I gradate? Do I look for junior or associate financial planner?’ And some of the financial planning requirements need five to eight years of experience.
“They’re probably not even aware of client administration and paraplanning roles. There’s not a defined career path that students would readily look at to work out what to apply for.”
Olynyk said the financial advice and superannuation industry had a leading role to play in developing graduate programs and internships that were structured so that students had a better idea of what to look for. ....

Marc Olynyk , Jemimah Mcmurray , Deakin Business School , Financial Planning Association Of Australia , Australian Institution Of Superannuation Trustees , Australian Institution , Superannuation Trustees , Super Financial Advice Symposium , Financial Planning Association , டீக்கின் வணிக பள்ளி , நிதி திட்டமிடல் சங்கம் ஆஃப் ஆஸ்திரேலியா , ஆஸ்திரேலிய நிறுவனம் ஆஃப் சுப்பெறன்ணுஅதிோன் அறங்காவலர்கள் , ஆஸ்திரேலிய நிறுவனம் , சுப்பெறன்ணுஅதிோன் அறங்காவலர்கள் , நிதி திட்டமிடல் சங்கம் ,

APRA seeks to clarify trustee SOA oversight concerns


“In our engagements with trustees we have made it clear that their role is not to obtain or second guess each piece of advice. Rather, we think in some instances it is appropriate for trustees to check some services were provided so that the trustee can meet their legal obligation to ensure that only amounts that meet the advice requirements are deducted from member accounts. Citing an SOA is only one way of assisting in this respect,” she said.
“There is no expectation that trustees obtain every copy of SOA produced nor related docs or that individual pieces of advice should be reviewed for quality, value or appropriateness. ....

Suzanne Smith , Australian Prudential Regulation Authority , Australian Institute Of Superannuation Trustees , Australian Institute , Superannuation Trustees , Super Financial Advice Symposium , ஸுஸ்யாந் ஸ்மித் , ஆஸ்திரேலிய விவேகமான ஒழுங்குமுறை அதிகாரம் , ஆஸ்திரேலிய நிறுவனம் ஆஃப் சுப்பெறன்ணுஅதிோன் அறங்காவலர்கள் , ஆஸ்திரேலிய நிறுவனம் , சுப்பெறன்ணுஅதிோன் அறங்காவலர்கள் ,

Super members don't connect with the word 'advice'


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Superannuation members have no connection with the word “advice” and funds need to simplify their language to engage members, according to Cbus Super. 
Speaking at the Australian Institute of Superannuation Trustees (AIST) Super Financial Advice Symposium, Cbus head of advice, Lynda Cross, said super members did not have a good understanding of what ‘advice’ meant. 
“An example of that is we gave members an opportunity to choose ‘advice’ on our IVR ]interactive voice response] and what we discovered was that around 35% of people that selected advice actually needed help with the fund or needed some information,” Cross said. 
“We know the word ‘advice’ might not be the right way to engage them if we’re asking them to start getting help or guidance from us around retirement.   ....

Lynda Cross , Australian Institute Of Superannuation Trustees , Australian Institute , Superannuation Trustees , Super Financial Advice Symposium , ஆஸ்திரேலிய நிறுவனம் ஆஃப் சுப்பெறன்ணுஅதிோன் அறங்காவலர்கள் , ஆஸ்திரேலிய நிறுவனம் , சுப்பெறன்ணுஅதிோன் அறங்காவலர்கள் ,