Please note: This case study is to be read in conjunction with Assyat David’s article, “Determining the right investment structure for clients”, on pp 28-29 of the May 2012 edition of Professional Planner.
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FAAA’s Anderson to bid farewell with advocacy legacy assured
In November, Phil Anderson, the FAAA’s highly respected general manager of policy, advocacy and standards, will leave the association that he was instrumental in creating. Anderson departs with an enviable track record of advocating for advisers and their clients in the face of a deluge of regulatory reform and upheaval.
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