Advice Evolution - Non Weekly Update

2020 CEO Update #24, 21 August


Listen Later

CEO Update # 24 talks about Financial Advisers are needed in the current climate, Conference, Zoom chat - set up, ASIC stance on dishonesty, Product recommendation - is it advice? Valuation - low-value clients, Revenue - understand it, Grandfathered clients, Tick box compliance - not the answer, pay sheets, payment systems, Resident Status OS, Best Interest Duties- want an adviser, Selecting Investments, CFS - Super, death benefits, smoker rates, Accountant & Mortgage broker - Chinese walls, Roldan and baby, Nina, Leam and Andrea

...more
View all episodesView all episodes
Download on the App Store

Advice Evolution - Non Weekly UpdateBy David Harris