Addressing the financial advice gap, particularly for retirement planning in Australia, could involve leveraging the expertise of accountants and mentorship from retired financial planners.
Category Archives: Advice
ASIC Cost Recovery Levy
Imagine paying more than double for a service you don’t even receive! That’s the proposal for the ASIC Levy to recover supervisory costs from financial planners.
Pricing a Statement of Advice
Writing shorter SOAs doesn’t reduce the price
Submission – Breach Reporting Regulations
More red tape increases the cost of advice!
Value of Advice 2006
Remembering the past, not repeating the past!
Tax deductible Personal Advice
When will personal advice be tax deductible? We’ve been lobbying government since 1994!
Advice without breaking the law
It takes at least 40 steps to deliver advice without breaking the law.
Future of AFP® designation
Merge or not to merge the CFP and AFP designation?
One message to Canberra
Six adviser associations, one message to Canberra
Accessible, professional, affordable Advice
Without advice, financial stress can lead to medical conditions such as depression and insomnia.