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.
‘Punitive pricing’ won’t fix the licensee scrutiny gap: Shuttleworth
Centrepoint Alliance chief executive John Shuttleworth says shifting the bulk of funding the ASIC levy from individual advisers to licensees won’t fix the problem it’s designed to address. And he tells Professional Planner the company is splitting its focus between three distinct types of advice relationship – licensee, self-licensed and employed – to underpin growth for at least the next three years while allowing it to keep a tight rein on costs.
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