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1.3.5 Financial Adviser Exam Update July 2025

Financial Adviser Exam Update July 2025

Deduction of adviser fees from superannuation

This module is recorded in addition to the package of four courses covering the exam criteria.

This module provides an update on recent legislation changes.

Register here for the full package


What we cover
  • Deduction of adviser fees from superannuation
  • On-going fees
  • Flexibility of FSG Disclosure
  • Conflicted Renumeration
  • New client consent for insurance commissions
  • Breach Reporting

 

Conrad Gilbert

Professionalism & Governance Specialist, Knowledge Shop

Conrad works with the profession to navigate the practical impact of change on advisers, their practices, and their clients. He has over 30 years’ experience in the Financial Services Industry, working across insurance and financial planning. Before joining Knowledge Shop, he held senior executive roles with national financial planning networks.

In addition to his work with Knowledge Shop, Conrad is currently completing a PhD in Finance and Financial Planning at Griffith University. He holds an MBA from the University of Qld, a Bachelor of Commerce from Griffith University and a Diploma of Financial Planning from Deakin University.

 

1.3.5 Financial Adviser Exam Update July 2025

Financial Services
1 modules

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