by Allison Hays | Jun 27, 2018 | Uncategorized
How well do you know the clients on your database, especially the grandfathered ones? It’s vital, a “Get out of Jail Free” card. With the Royal Commission(RC) washing our laundry in public, the holes in our processes and our databases are being shown to the world....
by Allison Hays | Jun 18, 2018 | Uncategorized
I’m unsure that some of the changes that are being sought by the newly created Financial Adviser Ethics and Standards Authority (FASEA) are in the Best Interests of the public and the professionals they are seeking to regulate. One of the key points of change insists...
