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