Listen "2020 CEO Update #29, 11 December"
Episode Synopsis
Fair, complete, current and non conflicted
Financial planners are trusted and essential
Covid 2020 not counted
We had a good year
Elections
China
CFS Rebate last one, if you get a big payment you will have some work to do
Access to files
Communication choice
AGM - WTL, unit price $95
PD Day, 3rd Dec - will do some Tech ones next, CFS Zoom update
CPD - Zurich, Russell etc...
Aust Super
Vaccine for Covid
ESG's
Conference
Xmas, New year, VBP closed 21st to the 4th VBP break and xmas party
A21
Fasea to FSCP
Conflicts
Coaching/ business planning
PI
Statement of independence
2021, start fresh
Financial planners are trusted and essential
Covid 2020 not counted
We had a good year
Elections
China
CFS Rebate last one, if you get a big payment you will have some work to do
Access to files
Communication choice
AGM - WTL, unit price $95
PD Day, 3rd Dec - will do some Tech ones next, CFS Zoom update
CPD - Zurich, Russell etc...
Aust Super
Vaccine for Covid
ESG's
Conference
Xmas, New year, VBP closed 21st to the 4th VBP break and xmas party
A21
Fasea to FSCP
Conflicts
Coaching/ business planning
PI
Statement of independence
2021, start fresh
More episodes of the podcast Advice Evolution - Non Weekly Update
AE Group - CEO Update #67, 24 April 2025
24/04/2025
Advice Evolution - CEO Update #64
12/09/2024
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