Financial planners are trusted and essential

Covid issues

Getting client Authorisation

compliance questions google sheet

retirements, Brian and Dave H

HUB24 - roll over from CFS

Conference Feb 23-27

AE NPS Survey

Virtual AGM - 6 Nov ;  2-4 PM

Praemium Webinar - Managed Accounts 14 Oct ;  11 AM

team update

board meeting

research

portfolio construction

virtual PD Day