July 26, 2021
Industry stalwart adviser Tony Gilett talks about his passion for financial planning and why he decided to take on the challenge of new education standards and exams after decades of giving advice alongside AFCA’s June Smith who funnels her law background, ethics research and dispute resolution experience into the conversation.
Participants: June Smith, AFCA and Tony Gilett, Retirewell Financial Planning
Facilitator: Matthew Smith
Length: 51 mins
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.
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.
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