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News and Media Coverage

Accountants Daily

Advisory revenue now at risk, warns Hayes - Greg Hayes, 25 August 2015
Greg Hayes, director of mid-tier accounting firm Hayes Knight, has warned accountants that they are in danger of being precluded from advisory roles if they do not act now to ensure they remain compliant ... <more>

Adviser Voice

Overwhelming need affinity and expertise – key reasons for mature planners to defer exit says Mentor MD - Dr Mark Sinclair, 2 August 2017
At a time when there is an overwhelming and growing need by mature age and senior Australian consumers to address the complexity of financial issues and longevity risks in retirement, experienced financial planners are choosing to exit the industry instead ... <more>

Modernize and do so quickly – but hammer in relationship fundamentals for planning business success says Mentor - Dr Mark Sinclair, 29 March 2017
Mentor Education MD and Founder Dr Mark Sinclair expects many financial planners will at first be challenged and confronted by the dual message and theme of the group's upcoming webinar this Wednesday morning ... <more>

Money Management

Deep client relationships needed to succeed - 26 April 2017
Financial planning is the most dependent on the closeness and depth of the peer-to-peer relationship of all professions an individual can take as an adviser, Mentor Education believes ... <more>

New deal brings more technology to financial planners - 21 March 2017
Financial compliance education and training programmes provider, Mentor Education has entered into an alliance with Suitebox in order to help financial planners become more 'tech savvy' ... <more>

Degree equivalent won't professionalise sector - 15 June 2016
The proposed legislation around raising professional standards in financial services should specify a Bachelor in Financial Planning rather than degree alternatives, financial services training group, Mentor Education, said ... <more>

Planner selections critical to PSB - 16 May 2016
The Government will need to be careful in selecting those who make up the Professional Standards Body (PSB) covering the financial advice industry, particularly the three financial planners, according to Mentor Education managing director, Dr Mark Sinclair ... <more>

'Degree equivalents' no match for planning degree - 22 March 2016
Exemptions from proposed higher education standards for financial planners are ‘ludicrous', the managing director of a financial services training firm believes ... <more>

New deal cuts down FP degree requirements - 16 December 2016
The University of New England has signed an articulation agreement with RG 146 training provider, Mentor Education Group, allowing Mentor graduates to knock up to 42 per cent off their financial planning degree ... <more>

IFA

Mentor Education teams up with SuiteBox - 22 March 2017
Financial services training company Mentor Education has announced it partnered with SuiteBox to provide education to aspiring advisers around technology. In a statement yesterday, Mentor Education said the alliance with SuiteBox will see the use of technology for client engagement within the Mentor curriculum ... <more>

Mentor Education sees uptick in enrolments - 21 February 2017
Mentor Education has seen an increase in enrolments following the passing of the professional standards bill – an indication that the industry is moving forward, the financial services training company has said. In a statement yesterday, Mentor Education founder Dr Mark Sinclair said the advice industry has officially been lifted out ... <more>

Most advisers want new standards: Mentor Education - 15 June 2016
A new survey by Mentor Education suggests a majority of advisers are in favour of the proposed education standards as well as support a 24-subject bachelor's degree requirement. The financial services training company announced the survey results yesterday during a press conference in Sydney. Mentor Education managing director Dr Mark Sinclair said ... <more>

Mentor Education builds out board - 1 June 2016
One of Australia's largest privately-owned financial services training companies, Mentor Education, has appointed a corporate strategist and educator to chair the group's 10-person academic board. David Lamond has had an international career as a senior adviser on corporate strategy ... <more>

Careful selection required for standards body: Mentor Education - 17 May 2016
The three financial planners who will sit on the education body to create new adviser standards should be "highly respected" and have diverse experience, says Mentor Education. In a statement, the financial services training company said the changes made in the government's revised ... <more>

Exempt limited advisers from degree requirement: Mentor Education - 27 April 2016
SMSF, risk and other advisers who offer limited services should be exempt from the proposed requirement to obtain a "fully-fledged" degree, says Mentor Education. In a statement, the financial services training company said the government's proposed adviser education standards should only apply ... <more>

Former AFA president to chair education business - 5 April 2016
One of Australia's largest privately owned financial services training companies has appointed a former AFA national president as its inaugural chairman. Industry stalwart and long-time financial adviser Jim Taggart will take up the position at Mentor Education ... <more>

Only 'full' degrees should be recognised: Mentor Education - 23 March 2016
Existing advisers transitioning to new education standards should be required to obtain "fully fledged" degrees, and not so-called equivalents from industry associations, argues one financial services training company. Mentor Education's founder and principal, Dr Mark Sinclair, said that the government's proposal to lift adviser qualification standards ... <more>

Risk Info

Relationship Capital: an Advice Practice's Most Valuable Balance Sheet Asset - 14 July 2017
When we think of business capital, it is done in financial terms, for without this asset it is impossible for an advice focussed enterprise to operate or grow. Mentor Education argues that 'relationship capital' is equally vital. In fact it is the foundation for developing new markets (and clients) – and a quick glance at the financial statements will reveal how much of this asset a business has ... <more>

Time is Right for Bachelor Level Qualifications - 14 June 2016
The Australian financial advice sector was mature enough to require its own full financial advice degree but a failure to make this mandatory would miss out on a once in a generation opportunity to enact lasting change, according to education provider Mentor Education. The group has backed its claim regarding the requirement for a full 24 subject degree qualification in advice with research from CoreData which found 80% of advisers believed they should be required ... <more>

Former AFA President to Chair Education Provider - 5 April 2016
A former president of the Association of Financial Advisers (AFA), Dr Jim Taggart, OAM, has been appointed as the first chair of Mentor Education and has thrown his support behind the group’s push for advisers to study fully fledged planning courses. Taggart, who was AFA President from late 2008 to late 2010, is already involved in education as an Adjunct Professor at both Western Sydney and Notre Dame Universities providing advice on undergraduate ... <more>

Limited Advice Should Not Require Degree Qualification - 22 March 2016
Advisers who provide limited advice, including life insurance advisers, should not be required to undertake the same level of training as full service or holistic advisers according to the head of financial services training provider. Mentor Education, Principal, Dr Mark Sinclair said proposals to lift education, currently in draft legislation before Federal parliament, were long overdue but they should not create new hurdles ... <more>

Professional Planner

Mentor announces exclusive alliance with Suitebox, 20 March 2017
Mentor Education founder and MD Dr Mark Sinclair has announced an exclusive technology alliance and partnership with Suitebox. Mentor Education is leading the way in the financial services sector with a best of breed approach for the delivery and assessment of education and training programs. Financial Planners must become more tech savvy. The new generation of advisors will be digital natives, using technology ... <more>

Recognition of prior learning key to getting planners over the line, 11 August 2016
Professional Planner hit the nail on the head in the article: CFP or not CFP? The pen may not be mightier than the sword (July 29, 2016) that "all of the courses, exams and other study that a planner has done, over an often lengthy career, will be assessed to see if it can count towards ... <more>

Professionalising the profession that dare not speak its name, 17 June 2016
If you think the proposed compulsory degree requirement for financial planners will raise the cost of advice and have little impact on professionalising the industry, then new research suggests you’re in the minority on both counts ... <more>

A recipe for the professional standards body, 16 May 2016
The proposed education and ethical standards body in the Corporations Amendment (Professional Standards of Financial Advisers) Bill 2015, seeks to raise the standard of financial services by defining a new direction for the education and ongoing development of financial advisers ... <more>

Focus on financial advice qualifications an overdue step; but beware, all degrees are not equal, 21 March 2016
Australia’s largest privately-owned financial services training company has welcomed the Federal Government’s focus on enhanced academic qualifications but is concerned that exemptions for so-called ‘degree-equivalents’ potentially undermines the aim of improving financial advice for consumers ... <more>

Public Accountant

Reskilling for accountants, 9 March 2016
One of the biggest changes to hit the profession in recent times has been the withdrawal of the accountant's exemption. Among many implications, this decision has affected the educational requirements of many accountants ... <more>

Financial Standard

Advisers embrace new education regime, 22 February 2017
Financial advisers have been wasted no time in readying themselves for the future following the passing of the professional standards legislation earlier this month ... <more>

Financial Observer

Professional standards drive enrolment surge, 22 February 2017
New professional standards legislation for financial advisers was expected to place a great emphasis on ethics in the industry while improving the recognition of financial advice as a profession, according to Mentor Education ... <more>

Mentor Education launches new advice degrees, 6 September 2016
Mentor Education, in conjunction with the University of Notre Dame, has launched two new pathway degrees, a Bachelor of Financial Planning and Master of Financial Planning, for both aspiring and experienced advisers ... <more>

Referrals pivotal to winning new clients, 18 July 2016
Advisers should pay heed to client referrals, as word-of-mouth recommendations had a greater impact on consumer behaviour than marketing, according to Mentor Education ... <more>

New PSB legislation needs to restore trust, 17 May 2016
Definitions in the legislative framework surrounding adviser education standards needed to be revisited to help provide consumers with confidence and improved trust in their financial advisers, according to Mentor Education ... <more>

Mentor Education signs Taggart as chair, 6 April 2016
Financial advice training group Mentor Education has announced the appointment of industry veteran and former Association of Financial Advisers (AFA) president Jim Taggart as its new chair ... <more>

Mentor backs full degrees for holistic advice, 23 March 2016
Only advisers who had completed a full 24-subject financial planning degree should be considered qualified to provide full-service, holistic financial planning once the government's incoming professional standards legislation came into force, according to Mentor Education ... <more>

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