Advice Evolution - Non Weekly Update

2020 CEO Update #27, 16 October


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Fair, complete and non conflicted

Financial planners are trusted and essential
SQM research
Clare Shewan, plus 3 practices for December
Gesamay and the team
Unit Price 28.35
FDS - OSA
Zoom - Adviser chat, ops chat
Research process
$3,500 average income per client
Site Visits
Bendigo Simple super
Survey
compliance questions to adviser chat
Bite sized advice, no ongoing,
PD Day

...more
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Advice Evolution - Non Weekly UpdateBy David Harris