Fair, complete, current and non conflicted

Financial planners are trusted and essential

Introduce Brooke

ROA

Risk Profile.  Cash and Market linked. Income, growth and accumulation

Lack of Independence

PD Day

FASEA exam

Conference

need for advice to be renewed

CFS new terms - ASIC

Instagram

Nucleus - Shelley George

OGS - AAA

File prep for Audit

number of ROA's