Instead of meeting a best interests duty, advice review lead Michelle Levy has suggested advisers provide “good advice”. Although it sounds simplistic, her review could ultimately turn financial advice into a properly functioning profession that places “a different kind of responsibility on providers” while untangling the advice process.
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
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