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Financial planning
Financial services guide and statement of advice documentations, breach reporting, and applying the Corporations Act are some of the key areas where exam takers are strug...
Financial planning
Only 2% of advisers and advice firms can label themselves as “independent’, meaning most will be subject to the new Financial Services Guides disclosure obligations....
Financial planning
A West Australian adviser has told the Federal Treasury that industry funds have been allowed to hide behind intra-fund advice and to create an environment that favours o...
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I really can't see how getting rid of the safeguards with no other changes achieves anything at all. We're still the ea...
Nowhere else in the world do innocent bystanders have to pay for the losses incurred to investors due to failed business...
Yet everything states profitability is much higher in a larger practice. As a smaller planning practice it is a hard sl...