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Play our “Financial Planners and Tax Advice” video with presenter Stephanie Caredes CTA, for information on:

  • an overview of the Tax Agent Services Regime (TASR)
  • the Code of Professional Conduct
  • how to become a tax (financial adviser)
  • options for ways to register
  • and more…

Member queries
For more information about courses that the TPB has approved for tax (financial product) advisers, please contact our Education Division by email or phone on +61 2 8223 0038.