CEO Update #41, 16 July 2021

15/07/2021 13 min

Listen "CEO Update #41, 16 July 2021"

Episode Synopsis

Fair, current, complete and free of conflict
We are our clients only financial adviser
Asset based fees - ASIC, treasury and FASEA
Netwealth - core options, app, Zeppo, Managed accounts and ESG
Audits, advisers are to prep the file, Noems will allocate a time
FDS and agreements
welcome TAL
Monthly pay
PD Day and Survey
AE Update