Building an aged care value proposition

Members of the Financial Planning Association (FPA) attended Advanced Technical CPD Workshops around the country in November and December last year.

In the first of a three part series, Professional Planner Online filmed the session Building your Aged Care Value Proposition – facilitated by Louise Biti, director of Strategy Steps.

Each workshop ran for two hours but the video below has been edited down to 30 minutes.

For more information on Louise Biti’s seminars on advice in aged care, click here.

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Licensees barred from new class of adviser under revived DBFO reforms

Licensees barred from new class of adviser under revived DBFO reforms

Only APRA-regulated super funds and insurers will be allowed to employ the new class of adviser in a policy backflip by the government. But other reforms announced by Minister for Financial Services Daniel Mulino on Wednesday will revamp the Compensation Scheme of Last Resort, crack down on lead generation services and improve access to safe and reliable financial advice.

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