CEO Update #36, 22 March 2021

CEO Update # 36 Fair, complete, current and non conflicted Financial planners are trusted and essential Rain, Rain, Rain Melbourne, Adelaide Worksorted, ROA and Midwinter, Audits CPD and Adviser Register Referrals video to task support staff Worksorted for Audit CPD for Podcast AAA or OSA  (FOFA) Read your documents Agreements and ROA's etc.. Codeword Melbourne PD Day Peer Groups Fees and spreadsheet May back in the Boarding House and Noemi is back home New adviser training - practice responsibility Staff roles and duties - Advisers keeping their hands off the admin OH&S Filing Easter