The 1st of July has come and gone, the Future of Financial Advice (FoFA) reforms are here and many advisers are still hitting hurdles when it comes to generating fee disclosure statements (FDS). Professional Planner asked Midwinter Financial Services managing director Julian Plummer (pictured below) how advisers can streamline this process given his experience in
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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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