Will FASEA’s Standard Three & Seven be watered down or not? While all other ten Standards of FASEA’s Code of Conduct are considered LAW, ASIC has adopted a ‘stand-off’ watch and ready approach on the two significant Standards which are...
Heard of ‘advice-washing’? I hadn’t either before this week. I hear it refers to marketing activities appearing as advice friendly when in fact they are not. Last Monday 19 April the Financial Services Council – the body built upon...
Paraplanning? Certainty Adviser Annette Pulbrook raised a great and common issue – who integrates an external paraplanning service with their Certainty Advice approach? Sam from Bravium came back quick with their preferred firms – Fresh Plans and Contract...
Enjoying a long weekend up the coast – even though the ocean is still a shady brown from this week’s rain and the beach littered by swollen rivers, mother nature is bouncing back. This week saw a big focus on how Certainty Advice firms are adapting and...
G’day – quick weekly update… The awareness of Certainty Advice continues to grow with another prospect from Sydney making contact making direct with us this week. We’ve big plans for increasing both the awareness and number of prospective...