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.
Advisers are satisfied with licensees… except in one area
Advisers are satisfied with their licensee in all but one area: helping business growth, according to annual research from CoreData. That factor may be the difference that motivates self-licensed practices to join larger networks as the data shows that the impact of those responsibilities is leading to sleepless nights.
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