Advice Evolution - Non Weekly Update

CEO Update #33, 29 January 2021


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CEO Update # 33

Fair, complete, current and non conflicted
Financial planners are trusted and essential

Aust Super exp of Interest
shared research document
Ops team
Ongoing Agreement vs annual agreement
CFS ROA
Conference update - Ethics
Distribution - $4
Site visits
Survey???
CPD
Supervision and training - File checks
Industry Exam

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