Financial planning ADVICE

Tools, templates and
resources to help you
in your profession

Professional Standards of Financial Advisers (FASEA)

A professional standards regime for all financial advisers commenced on 1 January 2019. The Financial Adviser Standards and Ethics Authority (FASEA) is responsible for developing the new education and experience requirements, as well as setting the Code of Ethics

Recognised accountants cannot recommend the establishment or winding up of a self-managed superannuation fund unless they are appropriately licensed. Explore your licensing options.

Guidance to help you understand responsible lending obligations, becoming licensed, what a regulated credit activity is and what requires licensing.

Financial advice toolkit

Explore useful financial advice resources, including guidance notes, tax and superannuation guides, tips, calculators and apps.

Financial planning advice is a highly regulated industry, particularly when it comes to providing financial advice to the public.

Find out about your options and requirements on becoming a tax (financial) adviser and learn about renewing your tax (financial) adviser registration.

APES 230 Financial Planning Services sets out mandatory requirements and guidance for members engaged in the provision of financial planning advice.