You can’t rely on clients accurately re-calling conversations, but SOAs (as they currently exist) are not an exclusively effective way of communicating advice to a client. Somewhere in between, we enter the world of complete and contemporaneous file notes, and other records of communication.
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.
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