CEO Update # 37, 13 April 2021 episode artwork

EPISODE · Apr 13, 2021 · 22 MIN

CEO Update # 37, 13 April 2021

from Advice Evolution - Non Weekly Update · host David Harris

CEO Update # 37 Fair, complete, current and non conflicted Financial planners are trusted and essential Introduce Brooke ROA Risk Profile.  Cash and Market linked. Income, growth and accumulation Lack of Independence PD Day FASEA exam Conference need for advice to be renewed CFS new terms - ASIC Instagram Nucleus - Shelley George OGS - AAA File prep for Audit number of ROA's

Episode metadata supplied by the publisher feed · Published Apr 13, 2021

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CEO Update # 37, 13 April 2021

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