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
Nucleus - Shelley George
OGS - AAA
File prep for Audit
number of ROA's