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Financial advisory services
The financial services industry is a rapidly growing and technical area that many highly qualified and skilled Chartered Accountants operate in. The industry incorporates a wide range of specialist areas and roles such as funds management, financial planning, superannuation, credit, compliance, training, banking and insurance. It is one of the fastest growing areas that many Chartered Accountants are becoming involved in – both as practitioners and also in business.
APES 230
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The Accounting Professional and Ethical Standards Board (APESB) has issued the standard, APES 230 – Financial Planning Servic...
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The Accounting Professional and Ethical Standards Board has released an update in relation to its proposed standard, APES 230...
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On Friday the APESB met to consider its position following stakeholder submissions on the Exposure Draft of APES 230: Financi...
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The Institute, together with CPA Australia, has recently lodged its joint submission on Exposure Draft APES 230 – Financial P...
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The Institute is continuing to engage with members in preparation for its APES230 submission.
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The APESB has released a new exposure draft on APES 230, which will apply to professional accountants who are financial plann...
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The Accounting Professional and Ethical Standards Board discussed the proposed standard, APES 230 – Financial Advisory Servi...
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In June 2010, the APESB issued Exposure Draft APES 230 – Financial Advisory Services.
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A Stakeholder Engagement Plan that will enable further consultation on APES 230 – Financial Advisory Services is given the gr...
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Look back at our 2010 activities in the financial advisory and taxation services area in Australia.
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Future of Financial Advice
Hugh Elvy's Blog
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26 Apr 2013 @ 3:33 | Hugh ElvyIn my last blog, I highlighted the level of anxiety felt by consumers when it comes to obtaining financial advice from a fina...
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9 Apr 2013 @ 6:47 | Hugh ElvyEarlier this year, the National Seniors Productive Ageing centre report, The Role of Financial Literacy and Financial Adviser...
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6 Feb 2013 @ 5:08 | Hugh ElvyI recently heard some good advice - that we should ‘get used to the white water, and not go looking for the flat water’. In t...
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29 Nov 2012 @ 10:04 | Hugh ElvyWhen is the right time to make a business decision? There are many factors at play... No doubt there are tradeoffs such as in...
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1 Nov 2012 @ 3:54 | Hugh ElvyDisclosure - how much is necessary to ensure a full understanding of the financial services being offered to clients? While t...
Financial planning chapter