APES 230 updates

On 1 July 2014 APES 230 – Financial Planning Services (APES 230) became effective.

APES 230 sets the standard for Members in the provision of quality and ethical Financial Planning Services. The standard details both the professional and ethical requirements for professional accountants who provide financial planning and credit advice.

While APES 230 is in many respects an extension of the existing standard APS 12 Statement of Financial Advisory Services, it does set a new benchmark outlining the professional and ethical requirements for the provision of financial planning and credit advice.

A member of Chartered Accountants Australian and New Zealand providing a Financial Planning Service is required to comply with the new standard. 

An overview of the key elements of APES 230 is available here.

Guide to APES 230 Financial Planning Services 

This Guide has been jointly developed between Chartered Accountants ANZ and CPA Australia to assist members to comply with the requirements of APES 230 Financial Planning Services.

Current issues

  • Stay up-to-date with the latest issues affecting Financial Advisory Services

See all