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
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CEO Update # 37, 13 April 2021
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