CEO Update #33, 29 January 2021 episode artwork

EPISODE · Jan 29, 2021 · 13 MIN

CEO Update #33, 29 January 2021

from Advice Evolution - Non Weekly Update · host David Harris

CEO Update # 33 Fair, complete, current and non conflicted Financial planners are trusted and essential Aust Super exp of Interest shared research document Ops team Ongoing Agreement vs annual agreement CFS ROA Conference update - Ethics Distribution - $4 Site visits Survey??? CPD Supervision and training - File checks Industry Exam

Episode metadata supplied by the publisher feed · Published Jan 29, 2021

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CEO Update #33, 29 January 2021

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