In this episode, David Harris discussed about:

* Education pathway initiative for financial advisors

* Increased oversight by superannuation trustees, and concerns about Financial Disclosure Statements.

* Recent merger of the SSHH Unit Trust and Fintegrity Wealth

* Fintegrity Wealth’s advisors were set to attend the Advice Evolution Conference.

* CPD Program success in enhancing advisor knowledge and aligning advice with the client objectives

* Businesses underlying risks in emails and online correspondence

* New team members Gmirah (GM) the new executive assistant and Jeff Haydn as the new Head of Advice

* iExtend