Business Specialist CFP®

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

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Tag: FOFA

October 2, 2020October 8, 2020 Julie Matheson

One message to Canberra

September 4, 2020October 13, 2020 Julie Matheson

Accessible, professional, affordable Advice

August 27, 2020October 13, 2020 Julie Matheson

Cost of financial advice

July 31, 2020October 13, 2020 Julie Matheson

Business Specialist CFP

November 23, 2018October 13, 2020 Julie Matheson

Commissions

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