Search
Close this search box.

Welcome to the Sophie Grace Blog

Featured Article

Navigating the New Transitional Arrangements for Financial Advisers: The Experienced Provider Pathway

The “Experienced Provider Pathway” has been put in place to reshape the qualification requirements for existing financial advisers. The pathway removes the tertiary education requirement for existing financial advisers with a decade or more of experience and a clean disciplinary record. Experienced Provider Criteria To qualify as an Experienced Provider, an adviser: Must have held

Read More »