CFP® Business Specialist

CFP® Business Specialist

BA (UWA), DipFp (Deakin), CFP®, LRS® (FPA)

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Author: Julie Matheson

Julie Matheson is a business specialist CFP, local government expert and a political adviser.
February 17, 2021February 17, 2021 Julie Matheson

Value of Advice 2006

January 17, 2021 Julie Matheson

Tax deductible Personal Advice

January 7, 2021January 11, 2021 Julie Matheson

Submission: Affordable Advice

January 7, 2021January 7, 2021 Julie Matheson

2020 the year that was

December 2, 2020January 7, 2021 Julie Matheson

FPA Board 2020

November 1, 2020 Julie Matheson

AMP Household brand

October 14, 2020January 7, 2021 Julie Matheson

Advice without breaking the law

October 12, 2020October 13, 2020 Julie Matheson

Future of AFP® designation

October 2, 2020October 8, 2020 Julie Matheson

One message to Canberra

September 4, 2020October 13, 2020 Julie Matheson

Accessible, professional, affordable Advice

Posts navigation

Older posts

Trust Matters

“Trust is the glue of life.  It’s the most essential ingredient in effective communication.  It’s the foundational principle that holds all relationships.” Stephen Covey

News

  • Value of Advice 2006
  • Tax deductible Personal Advice
  • Submission: Affordable Advice

Have your say

Matthew Brown on Vote now: FPA Board elections
Advice without break… on One message to Canberra
David Haintz on Vote now: FPA Board elections
Hayden Hill on Future of AFP® designation
Julie Matheson on Vote now: FPA Board elections
Julie Matheson on Vote now: FPA Board elections

Topics

Advice Best Interest Duty Business models Business specialist Ethics History Regulations Submissions

Tags

40 steps 1980s ASIC Regulations Best Interest Duty Bulk Billing Commissions Corporations Act Cost of advice Cost of AFS Licensing Education FASEA Financial Planning Association of Australia FOFA FPA FPA Board Election Grandfathered Commissions Plato Professional Planner Royal Commission Tax Practitioners Board
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