While criticism over the replacement of Statements of Advice with Client Advice Records continues, there is a growing segment of the industry that considers it “a big step forward” with the separation of the advice record and record keeping for compliance purposes presenting a significant change.
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