The importance of documenting advice and explaining what risk advisers do has never been as important, according to Financial Planning Association CEO Dante De Gori and Association of Financial Advisers CEO, Phil Kewin.
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.
Risk Advice Summit