Information for advice professionals only.
In this session, we look back at some of the recent regulatory changes in the area of financial advice, but also set the scene for what is on the horizon. From potential changes to the Code of Ethics, the wind-up of FASEA to a Quality of Advice Review, Federal General Election and the 2022 Australian Federal Budget, we will climb the highest mountain to where the eagles are flying and explore how we continue to transform Advice to be the trusted profession it is meant to be.
This session will be CPD accredited.
ASIC Financial Planning = 0.75
ASIC Superannuation = 0.25
FASEA Professionalism and ethics = 0.25
FASEA Regulatory compliance and consumer protection = 0.75
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This webinar outlines how and where you can establish a Cash Investment Strategy for your clients, along with further related reporting and how it interacts with other Panorama functionality.
The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.