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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AustralianSuper advice play bets on DBFO resurrection

AustralianSuper advice play bets on DBFO resurrection

The nation’s largest superannuation fund has heeded the call of regulators to lift its risk appetite and embark on personal financial advice to members. Even with the counsel of top lawyer Michelle Levy, the megafund will find it challenging to navigate the complex advice laws as they stand, but its bullishness is likely a positive sign for the future of advice reform.

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