Advice Evolution - Non Weekly Update

CEO Update #48, 07 December 2021


Listen Later

Xmas

Unit Auction

AE Virtual party

State based catch ups

FASEA

Compliance

Is there evidence of free, prior or informed consent on file

Is there evidence that the client understood the advice prior to proceeding?

Is there evidence on file on how the advice fees (Upfront/ongoing) has been determined?

CPD

FPA of the year, Jude, Jessele, Leam, Migs, Dan

Noems got a haircut

Last pay

Distribution in January

Referrals

10 Years!!! functions, Hamper

PI

VBP closed from the 22nd until the 4th

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