Hoping you may be able to provide some brief clarity around the requirement for RM’s and Reps who provide third party home loan credit assistance to have “at least” a Cert IV in Finance and Mortgage Broking by 30 June 2014.
For an RM and Auth Reps within a dual AFSL/CL licensee which primarily provides financial services and not credit services, does “at least” mean that a higher level (but not credit-industry-specific) qualification eg Degree/CA/CPA is sufficient or does it literally mean that each of these people must also complete an industry-specific Cert IV? Thanks for your time.
