Skip to content
largeleaderboard
  • Industry
    • Profiles
  • On Practice
    • Marketing
    • Remuneration
    • Technology
  • Regulation
  • Advice
    • Aged Care
    • Estate Planning
    • Managed Accounts
    • Retirement
    • Risk
    • SMSF
    • Superannuation
    • Tax
  • Investment
  • Opinion
    • Analysis
    • Contributors
  • Multimedia
    • Podcasts
    • Video
  • Events
    • 2026
      • Advice Policy Summit
      • Licensee Summit
      • Researcher Forum
    • 2027
      • Advice Policy Summit
      • Licensee Summit
      • Researcher Forum
    • Roundtables
    • Past Events
Subscribe Login
Subscribe Login
  • Industry
    • Profiles
  • On Practice
    • Marketing
    • Remuneration
    • Technology
  • Regulation
  • Advice
    • Aged Care
    • Estate Planning
    • Managed Accounts
    • Retirement
    • Risk
    • SMSF
    • Superannuation
    • Tax
  • Investment
  • Opinion
    • Analysis
    • Contributors
  • Multimedia
    • Podcasts
    • Video
  • Events
    • 2026
      • Advice Policy Summit
      • Licensee Summit
      • Researcher Forum
    • 2027
      • Advice Policy Summit
      • Licensee Summit
      • Researcher Forum
    • Roundtables
    • Past Events

Login via LinkedIn

Use your LinkedIn account to accelerate the process. We'll source your details from your LinkedIn profile.

Login with account details

Alternatively you can manually enter your details.

Lost Password?

Forgot your account name or password?Click here

No account?Register here

onebyone
skin-left
skin-right
billboard

Home > Ethics for Advisers Series 2

Ethics for Advisers Series 2

Ep5: Documentation: The bridge to the other side

Matthew Smith

26 July 2021 19:47

Save Article

In this stage of the industry’s progression, documentation will play an important role in advisers’ ethical practices, Jon Scukovic from Park Lane Advice Group in Melbourne and Western Sydney University’s Michelle Cull discuss in a conversation that traverses some of the principles and practicalities of implementing ethical practices.

Participants: Jon Scukovic, Park Lane Advice Group and Michelle Cull, School of Business at Western Sydney University

Facilitator: Matthew Smith

Length: 39 mins

inarticleinline
sc-fluid1

Take the QUIZ to earn your CPD points

[rdp-linkedin-login]
Question 1
* According to Jon, one of the areas he’s experienced that most often challenges advisers is:
Question 2
* The standard that most closely relates to consideration of alternative strategies for clients is:
Question 3
* Jon finds the best way to continue his ongoing learning and practical application of ethics to:
Question 4
* The best way to learn ethics as it relating to financial advice, according to Michelle, is:
Question 5
* If you feel your bonds with family members impacts the advice you are giving to a primary client, Michelle suggests:

Leave a Comment Cancel reply

You must be logged in to post a comment.

Home > Ethics for Advisers Series 2

Ethics for Advisers Series 2

Self-regulation is still a way off
Professional Standards

Self-regulation is still a way off

Advisers are early on the journey to self-regulation but a two-tiered approach going forward may be the answer according to Moran Partners principal Paul Moran and business ethics academic Tracy Wilcox.

Meredith Booth

October 06, 2021

Learning new tricks: FASEA uplift part of the journey
Professional Standards

Learning new tricks: FASEA uplift part of the journey

Meredith Booth

September 20, 2021

Ethics for Advisers Series 2

Ep6: Self regulation is still a way off

Matthew Smith

July 26, 2021

Ethics for Advisers Series 2

Ep4: Community is the advice industry’s superpower

Matthew Smith

July 26, 2021

Sort content by

Ep3: Lifting standards is start but not the endgame
Ethics for Advisers Series 2

Ep3: Lifting standards is start but not the endgame

Matthew Smith

July 26, 2021

Ep2: Where compliance ends and the Code begins
Ethics for Advisers Series 2

Ep2: Where compliance ends and the Code begins

Matthew Smith

July 26, 2021

Ep1: Intention is frontrunning implementation
Ethics for Advisers Series 2

Ep1: Intention is frontrunning implementation

Matthew Smith

July 26, 2021

Load more
Roundtables
Why advice is critical to delivering member outcomes in retirement
Roundtables

Why advice is critical to delivering member outcomes in retirement

Role of advice central to defaults, decumulation debate
Roundtables

Role of advice central to defaults, decumulation debate

scnative1
scnative2
scnative3
mrec1
mrec2
mrec3
Media
Retirement’s wealth wave demands a new language for advice
Podcast

Retirement’s wealth wave demands a new language for advice

ASIC’s Sarah Court on the Shield, First Guardian probe and the future of MIS oversight
Video

ASIC’s Sarah Court on the Shield, First Guardian probe and the future of MIS oversight

mrec4
halfpage

Subscribe now to

Please enable JavaScript in your browser to complete this form.
Name *
Loading
Our partners

Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.

We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.

  • Advertise With Us
  • Get in touch
  • Cookie Policy
  • Contributors
  • Conexus Financial
Privacy Policy | Terms of Service | Cookie Policy | AI Editorial Policy