Unpublished research by financial planner and doctoral student Ben Neilson indicates that consumer satisfaction hinges on streamlining Statements of Advice – a stark contrast to the Quality of Advice Review's recommendation of eliminating them altogether.
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.
Advice
2