Business Specialist CFP®

Business Specialist CFP®

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

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WE ARE ALL IN THIS TOGETHER

 

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Latest from the Blog

Tax deductible Personal Advice

When will personal advice be tax deductible? We’ve been lobbying government since 1994!

January 17, 2021

Submission: Affordable Advice

ASIC CP332 due 18 January 2021

January 7, 2021January 11, 2021

2020 the year that was

The third regulator and other media articles from 2020

January 7, 2021January 7, 2021

 

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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

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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