Business Specialist CFP®

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

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Category: Regulations

January 7, 2021January 11, 2021 Julie Matheson

Submission: Affordable Advice

January 7, 2021January 7, 2021 Julie Matheson

2020 the year that was

October 2, 2020October 8, 2020 Julie Matheson

One message to Canberra

August 27, 2020October 13, 2020 Julie Matheson

Cost of financial advice

July 31, 2020October 13, 2020 Julie Matheson

Business Specialist CFP

July 1, 2019October 13, 2020 Julie Matheson

30 Years

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

Tax deductible Personal Advice
Submission: Affordable Advice
2020 the year that was

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

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

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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