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In this episode Jordan and Nathan are joined by Michael Miller, Senior Financial Adviser at Capital Advisory in Canberra, an FAAA fellow, CFP, Textbook author and frequent contributor to the Financial Planning industry on all things ethics.
They discuss Michaels blog where he summarises the AFCA and AAT determinations to provide learnings to the profession as a whole, as well as the role of AFCA. As will be the case whenever Michael visits they also looked at some recent determinations and broke down the learnings.
You can visit Michaels blog at https://michaelmiller.help/notes or find him on linkedin at https://www.linkedin.com/in/mmillercfp/
In this episode Jordan and Nathan are joined by Michael Miller, Senior Financial Adviser at Capital Advisory in Canberra, an FAAA fellow, CFP, Textbook author and frequent contributor to the Financial Planning industry on all things ethics.
They discuss Michaels blog where he summarises the AFCA and AAT determinations to provide learnings to the profession as a whole, as well as the role of AFCA. As will be the case whenever Michael visits they also looked at some recent determinations and broke down the learnings.
You can visit Michaels blog at https://michaelmiller.help/notes or find him on linkedin at https://www.linkedin.com/in/mmillercfp/
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