Does a representative of a Pooled Superannuation Trust require to be PS146 (RG146) compliant?
Any person who provides financial product advice to retail clients must meet the PS146 (RG146) training standards. So if a representative of a Pooled Superannuation Trust is to provide personal financial product advice to retail clients, they will need to be PS 146 compliant. They can achieve this by undertaking and completing our PS146 (RG146) training in Superannuation (general advice) and or Superannuation (Personal advice).