Ep3, Season 2: Lifting standards is a start but not the endgame

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.   

Leave a Comment

No single model wins: advice ownership set to stay diverse

No single model wins: advice ownership set to stay diverse

The ownership and structure of financial advice businesses will remain varied and diverse in coming years. Whether it’s employee-owned, consolidation into so-called “super firms” or even fragmentation as established teams spin out into their own businesses, no single model is likely to dominate.

Sort content by