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Frequently asked questions
Whether it is how to get the best from the site, booking an appointment with a Board Certified Adviser or what to do and when to do it, this range of Frequently Asked Questions holds what you want and is constantly evolving.
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Does a SAPEPAA Adviser have to complete a SAPEPAA accredited course?To display the SAPEPAA Certified Adviser badge, an adviser MUST have completed an accredited course. Generally, we provide an adviser with 3 months to complete the course after completing the SAPEPAA membership registration.
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How do I find out more information about SAPEPAA?The best way is to use the chat feature on the site. Alternatively, email Cris Enriquez at cris@sapepaa.org.au
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What is the difference between a SAPEPAA Adviser and a SAPEPAA Certified Adviser?A SAPEPAA Certified Adviser has been formally certified by the SAPEPAA board and can proudly display the SAPEPAA Certified Adviser badge. A SAPEPAA Certified Adviser has completely all of the training requirements by an approved educator and is considered an expert in this field.
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What is an accredited education provider?SAPEPAA formally accredits education providers to deliver formal training in Succession, Asset Protection and Estate Planning. To date, SAPEPAA has only endorsed LightYear Training Group as an accredited education provider. You can enroll for an upcoming LYTG course at https://www.lightyeartraininggroup.com.au/
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What is the difference between the SAPEPAA membership fee and a SAPEPAA Course Fee?The SAPEPAA membership fee covers your membership with SAPEPAA as an association. SAPEPAA is a not-for-profit organisation and relies on membership fees to enable it to continue to run. We have 3 different membership levels, each with differing inclusions and benefits.
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What membership should I sign up for?If you are an adviser then the best value for money currently is our Foundation Member Plan because it includes 5 years of membership PLUS full certification as a SAPEPAA Adviser as well as loads of great perks including a dedicated page to advertise you as a SAPEPAA Adviser on our site.
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How long does it take to get Accredited?It takes about 2 days to do our course.
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Can anyone become a Foundational Member or do I need to be a lawyer or an accountant?Anyone is welcome to become a Foundation Member. Membership is strictly for those who are looking to play a part in advising customers though. You will be listed on the SAPEPAA site as a professional Adviser.
Glossary of terms
There is a whole SAPEPAA world out there and like any specialist industry there is a lot of jargon and terms we love to use. Here you will find those terms and what they mean.
Contact
Level 5, 9 Sherwood Road Toowong QLD Australia 4066
ACN: 644 113 806
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