Business Specialist CFP

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

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Tag: FOFA

September 4, 2020September 16, 2020 Julie Matheson

Accessible, professional, affordable Advice

August 27, 2020August 31, 2020 Julie Matheson

Cost of financial advice

July 31, 2020September 29, 2020 Julie Matheson

Business Specialist CFP

November 23, 2018September 1, 2020 Julie Matheson

Commissions

Trust Matters

You can trust me in your business while you get on with the business of remaining in business in the best interests of your clients.

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

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1980s Best Interest Duty Bulk Billing Business models CBA Pathways Commissions Corporations Act Cost of AFS Licensing Evil men FASEA Fees Financial Wisdom FOFA FPA Good men MLC Limited Plato Post implementation audit Pre-vet Royal Commission

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