Advice Evolution - Non Weekly Update

Advice Evolution Group - CEO Update #66, 13 December 2024


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In this episode, David Harris discussed about:

  • Statement of variation

  • Website Disclosure Information - is live

  • Ongoing Agreements

  • Compliance feedback

  • Training ideas

  • Site Visit feedback

  • Insignia - Private Equity Takeover

  • Changes for new year (watch this space)

  • 2025 Conference will be in Darwin Hilton

  • Office Closure -  20 Dec 24 to 3 Jan 2025

  • New ongoing agreement template

  • Sydney Catch Up on 29 January

Merry Christmas, Stay safe, spend quality time with family, and enjoy giving lots of presents!

Thanks for listening and happy streaming!

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Advice Evolution - Non Weekly UpdateBy David Harris