ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "CEO Update #48, 07 December 2021"
Episode Synopsis
Xmas
Unit Auction
AE Virtual party
State based catch ups
FASEA
Compliance
Is there evidence of free, prior or informed consent on file
Is there evidence that the client understood the advice prior to proceeding?
Is there evidence on file on how the advice fees (Upfront/ongoing) has been determined?
CPD
FPA of the year, Jude, Jessele, Leam, Migs, Dan
Noems got a haircut
Last pay
Distribution in January
Referrals
10 Years!!! functions, Hamper
PI
VBP closed from the 22nd until the 4th
Unit Auction
AE Virtual party
State based catch ups
FASEA
Compliance
Is there evidence of free, prior or informed consent on file
Is there evidence that the client understood the advice prior to proceeding?
Is there evidence on file on how the advice fees (Upfront/ongoing) has been determined?
CPD
FPA of the year, Jude, Jessele, Leam, Migs, Dan
Noems got a haircut
Last pay
Distribution in January
Referrals
10 Years!!! functions, Hamper
PI
VBP closed from the 22nd until the 4th
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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