Kaplan Financial Planner Level 1 + TASA
This bundle package is tailored for new entrants to the industry and enables you to become RG146 and TASA compliant in the areas you will be required to provide advice.
TASA compliance requires financial advisers who provide tax (financial) advice services to be registered with the Tax Practitioners Board (TPB). On registration with the TPB, new entrants into the industry are required to meet experience requirements and complete a Board approved course in Australian taxation law and a Board approved course in commercial law.
Please note: If you have equivalent of six years’ experience in the preceding eight years and you are a voting member of a recognised tax (financial) adviser association or recognised tax agent association, you are not required to complete further education.