Are you qualified?

Article Abstract:

The Australian Parliament introduced a Financial Services Reform Bill (FSRB) on April 5, 2001, which forms part of the government's overall financial management reform. What concerns accountants in the FSRB is the Australian Financial Services License which replaces all other licenses concerning investment advice and financial planning.

Author: Streeter, Kathryn
Publisher: Australian Society of Practising Accountants
Publication Name: Australian CPA
Subject: Banking, finance and accounting industries
ISSN: 1440-8880
Year: 2001
Licensing agreements, Financial planners

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Setting them straight

Article Abstract:

Certified public accountant Doug Mateljan, the head of Mateljan & Associates in Perth, Australia, turned to financial planning because his existing business/management consulting clients needed advice on areas of finance such as investments and insurance. He feels that his relationships with his clients are built on trust and service.

Publisher: Australian Society of Practising Accountants
Publication Name: Australian CPA
Subject: Banking, finance and accounting industries
ISSN: 1440-8880
Year: 2001

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The game of life

Article Abstract:

Financial planning is an increasingly popular field of expertise because of a fast-growing senior population looking to invest for its retirement and its future. An April 2000 study on the financial-planning industry revealed that the funds management industry in Australia is the seventh largest worldwide.

Author: Freeman, Chris
Publisher: Australian Society of Practising Accountants
Publication Name: Australian CPA
Subject: Banking, finance and accounting industries
ISSN: 1440-8880
Year: 2001
Aged, Elderly, Economic aspects, Cover Story

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Subjects list: Australia, Financial planning, Finance
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