Clarifying the boundaries of advice

Podcast

Information for advice professionals only.

ASIC recently released information concerning possible actions of finfluencers that could stray into the provision of advice.  In this podcast, we look at ASIC comments and what it also means for authorised advisers.

You can also access this podcast via Soundcloud.

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This podcast explores how this calendar year has seen global equities drop 35.8% from their pre-pandemic high but have since recovered 52.4%, a drop from the February high of 2.4%.

Podcast

This podcast explores how this calendar year has seen global equities drop 35.8% from their pre-pandemic high but have since recovered 52.4%, a drop from the February high of 2.4%.

Podcast
Not because it's Valentine's Day, but because there were a number of question raised off the back of a recent BT Academy webinar on love and marriage and financial planning opportunities at that time of a client's life, this week's podcast focuses in on a number of the issues raised.
Podcast

Things you should know: This commentary has been prepared by Westpac Financial Services Limited for use by advisers and must not be made available to any client. The commentary provides an overview only and should not be considered a comprehensive statement on any matter or relied upon as such. Projections given are predicative in character and whilst every effort has been taken to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The results ultimately achieved may differ materially from these projections. This commentary may also contain material provided by third parties derived from sources believed to be accurate at its issue date. While such material is published with necessary permission, Westpac Financial Services Limited does not accept any responsibility for the accuracy or completeness of, or endorses any such material.