Challenge the Standard in Financial Advice

S8E8 - Q&A #3 (Careers and Ethical Dilemmas)


Listen Later

Take a short flight, with a hot cup of tea (but bring your own teabag) for this episode, where Jordan and Nathan answer some listener questions.

They discuss

  • How they got a break into the profession
  • Their advice for new entrants on how to break into the profession
  • Remuneration for junior advisers, and whether profit share is common
  • Whether a power of attorney can/should appoint a beneficiary nomination in super

The lawyers tell us they have broken a show record in how far they get into the episode without getting on topic, so be warned.

Lastly, a quick appreciation to the listeners who send in questions and ethical delimmas, keep em' coming.

CPD For this Episode: https://quiz.ensombl.com/NATH-26062411-17440001

Thanks again to the team at CPD Check for letting us publish our episodes using their AI-CPD certifying engine. Check out Clayton's episode on the pod for more info.

Nathan:

[email protected]

www.nathanfradley.com.au

Jordan:

[email protected]

www.planningsolo.com.au

LinkedIn:

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.

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Challenge the Standard in Financial AdviceBy Nathan Fradley and Jordan Vaka


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