Self-licensed financial planning business, Moneywise Securities on New South Wales’ Central Coast, is in trouble with the Australian Securities and Investments Commission for not adequately considering the specific needs of clients when recommending certain investment strategies. The regulator has imposed additional licence conditions on Moneywise Securities due to concerns over advice provided to clients about
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
Regulation