Challenge the Standard in Financial Advice

S1E13 Super Performance (ASIC Report 779 Review)


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This week Jordan and Nathan explore the ASIC Report 779, exploring its aim, interesting findings and key takeouts and learnings for advisers. Before you doze off, the boys try to make this at least mildly interesting, covering

  • How the report works, and why it was written.
  • Why it's important you consider Performance when making investment recommendations.
  • The role of licensees and research houses in supporting Super Choice decisions.
  • And some other rants as is tradition.

This is a longer than usual episode, but we hope you find it informative and at the very least enjoy Jordan and Nathan disagreeing with each other.

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Challenge the Standard in Financial AdviceBy Nathan Fradley and Jordan Vaka


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