The Quality of Advice Review

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Description

The Quality of Advice Review Report has been released to the public. This report outlined recommendations for the broadening of what is regarded as “personal advice” and who can give such advice. It has also called for an alignment of best interest duty to that of a fiduciary duty and recommended non-mandatory advice documentation. In this session we will cover what it means for financial planners, accountants and super professionals who wish to provide personal advice to their clients.

 

Presented by: Phil Osborne
Recorded on 24 February 2023

CPD hours: 1