EP5, Season 2: Documentation is the bridge to the other side

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.

Leave a Comment

Platform clampdown must not be used to support argument against advice

Platform clampdown must not be used to support argument against advice

Quality of Advice Review lead Michelle Levy understood that accountability belongs with the licensee. Parliament should finish the job before duplicated supervision becomes an excuse to restrict lawful advice and member choice, writes WT's Keith Cullen.

Sort content by