'Key advice by the dashboard light' - it's the future of financial planning
Published:02 December 2019
CQUniversity student Paige Benson with Dante De Gori, CEO of the Financial Planning Association of Australia.
Imagine if your financial planner could give you a series of easy-to-read graphs and charts to consider instead of a wordy paper-based submission.
That more open and user-friendly solution was among trends considered by CQUniversity Financial Planning students, who earned scholarships to attend the recent Financial Planning Australia Congress, in Melbourne.
"Compliance laws never stated that financial plans had to be expressed as lengthy paper documents," says Rockhampton student Paige Benson.
"It will be great to be part of a modern consumer-friendly financial planning industry where we can help clients visualise their options through a dashboard on their computer."
Paige recently joined CQUniversity's other sponsored student attendees at the FPA Congress - Bundaberg-based Virginia-Lee Stenner and Melbourne-based Neha Joshi.
CQUni Master of Financial Planning student Virginia-Lee Stenner found resonance in an FPA Congress session focused on the “key people who help to ground you in life”.
“In the wake of the recent Royal Commission and the new financial services industry standards being brought in, there were a number of financial planners who committed suicide,” the Wide Bay student said.
“With a raft of changes coming in January, it’s important that financial planners are able to have support and guidance in their increasingly complex role.”
CQUniversity Financial Planning Head of Course, Dr Julie Knutsen said the sponsored students had the chance to network with leaders of the financial planning industry and hear about the latest industry challenges, solutions and trends.