Business Specialist CFP®

Business Specialist CFP®

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

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Tag: ASIC Regulations

October 2, 2020October 8, 2020 Julie Matheson

One message to Canberra

August 27, 2020October 13, 2020 Julie Matheson

Cost of financial advice

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

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  • Future of AFP® designation
  • One message to Canberra

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 Business models Commissions Corporations Act Cost of AFS Licensing Education FASEA Fees FOFA FPA FPA Board Election Grandfathered Commissions MLC Limited Plato Royal Commission Tax Practitioners Board
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