The Financial Planning Association has released the Statement of Advice Project (SOAP) Box Set to help members create video advice documents. It’s time to adapt to the digital video era, the association believes, rather than utilising old methods that aren’t always client friendly.
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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