Must administrative staff and assistants to financial advisers or insurance brokers be PS146 (RG146) qualified?
While it is not mandatory, we however encourage administrative staff and assistants to undertake our PS146 (RG146) training as it will provides the general and specialist knowledge they require to successfully perform in their role. To obtain the necessary competencies to perform their functions including a thorough understanding of the limits of the advice they are allowed to give, administrative staff and assistants should consider to undertake our PS146 (RG146) training in Generic Knowledge (general advice) and either Risk Management (general advice) or Superannuation (general advice) or Investment (general advice).
