Good quality factual information can often be useful for members wishing to better understand the financial products or strategies available to them. This interactive online course is designed specifically to support staff who provide information directly to members. It looks at what factual information and financial product advice are, the differences between them, and ways of providing quality factual information whilst avoiding providing financial product advice when you are not licensed to do so.
Upon completion of this course, you will be able to:
– explain the differences between factual information and financial product advice
– explain the differences between general and personal financial product advice
– provide useful, relevant and accurate factual information
– understand the factual information boundaries and how to minimise risks and avoid compliance breaches.
Factual information vs financial product advice is delivered completely online in an interactive e-learning format comprising 1 e-learning module, 3 e-learning activity modules, and a final quiz. Online delivery means you can study anywhere, anytime.
Corporate virtual workshop options available – contact us to discuss
Flexible online
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Acknowledgement of Country
We want to respectfully acknowledge the Traditional Owners and Custodians of these lands, seas, and waters throughout Australia. We pay our respects to Elders both past and present. We acknowledge the history, the resilience and the continual contributions of Aboriginal and Torres Strait Islander peoples of their Country.
Acknowledgement of Country
We want to respectfully acknowledge the Traditional Owners and Custodians of these lands, seas, and waters throughout Australia. We pay our respects to Elders both past and present. We acknowledge the history, the resilience and the continual contributions of Aboriginal and Torres Strait Islander peoples of their Country.
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Assistant Treasurer and Minister for Financial Services
Born in Brindisi, Italy, Daniel was a young child when he moved with his family to Australia. He grew up in Canberra and completed his first degrees – arts and law – at the ANU. He then completed a Master of Economics (University of Sydney) and a PhD in economics from Yale.
He lectured at Monash University, was an economic adviser in the Gillard government and was a Victorian MP from 2014 to 2018. As Parliamentary Secretary to the Treasurer of Victoria, Daniel helped deliver major infrastructure projects and developed innovative financing structures for community projects.
In 2018 he was preselected for the new federal seat of Fraser and became its first MP at the 2019 election, re-elected in 2022 and 2025. From 2022 to 2025, Daniel was chair of the House of Representatives’ Standing Economics Committee in which he chaired inquiries; economic dynamism, competition and business formation and insurers’ responses to 2022 major floods claims.
In 2025, he became the Assistant Treasurer and Minister for Financial Services.
In August 2022, Daniel published ‘Safety Net: The Future of Welfare in Australia’, which aims to explore the ways in which an insurance approach can improve the effectiveness of government service delivery.
