Taking the extra step to peer review Statements of Advice is a necessity as it could save time down the line and prevent the advice not being tailored to the client. Reviews should include ensuring the way the advice is communicated is easy to understand for the client, which can quickly get lost in translation.
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