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: Regulations
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!
Submission: Affordable Advice
ASIC CP332 due 18 January 2021
2020 the year that was
The 9th regulator and other media articles from 2020
One message to Canberra
Six adviser associations, one message to Canberra
Cost of financial advice
The true cost of advice has been growing with new government regulations since 2001.
CFP Business Specialist
I care about you and your financial planning practice.
30 Years
It’s the reason I started this blog.