It may be tempting for advice practices without compliance expertise to take on the task themselves anyway. However, as Charlie Huang explains, when the ill twist of fate befalls, everybody wishes they’d just hired an expert at the start.
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.
Compliance