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.
EP5, Season 2: Documentation is the bridge to the other side
On Practice
Articulating the ‘why’ of self-licensing
While the perceived freedom of self-licensing has benefits, the advantages of being part of a larger licensee will be foregone. This includes the bargaining power larger licensees have with third party providers, the cultural fits of responsible managers, transfer deed conditions when switching licensee, and the patience required to deal with a regulator.
Zilla EfratJanuary 10, 2025