After an investigation by Professional Planner revealed Viridian Advisory had commenced a structural separation of its advice and product arms, financial services legal experts say hosting in-house managed accounts is fraught with compliance risks – particularly in the case of Standard 3 of the Code of Ethics, which governs conflicts of interest.
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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.
Compliance