Trustees have been advised by ASIC and APRA that fee consent forms aren't enough; they should be checking advice SoAs to ensure services are being provided. The heightened level of trustee oversight has experts concerned about privacy and process issues.
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
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