CEO Update #48, 07 December 2021

from Advice Evolution - Non Weekly Update · host David Harris

Xmas Unit Auction AE Virtual party State based catch ups FASEA Compliance Is there evidence of free, prior or informed consent on file Is there evidence that the client understood the advice prior to proceeding? Is there evidence on file on how the advice fees (Upfront/ongoing) has been determined? CPD FPA of the year, Jude, Jessele, Leam, Migs, Dan Noems got a haircut Last pay Distribution in January Referrals 10 Years!!! functions, Hamper PI VBP closed from the 22nd until the 4th

Episode metadata supplied by the publisher feed · Published Dec 6, 2021

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CEO Update #48, 07 December 2021

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