Financial planners consistently overestimate the amount of revenue they will derive from self-managed superannuation fund clients, but those who foster relationships with accounting firms are far better placed to meet targets. While the Vanguard and Investment Trends Self-Managed Super Fund Planner Report covered a range of investor and adviser issues, a recurring theme was the
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.
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