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.
Four candidates for YFYS expansion – and why we’re not convinced
None of the potential expansion areas for the Your Future Your Super performance test – including managed accounts or retirement income products – are warranted writes The Conexus Institute’s David Bell and Geoff Warren. Nor would any expansion of the test have caught schemes like Shield and First Guardian.
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