Client file notes should form the core of any advice record that will replace Statements of Advice.
- Agree (75%)
- Disagree (19%)
- Not sure (6%)
Start Date: August 22, 2023 @ 3:10 pm
End Date: September 5, 2023 @ 12:59 pm
End Date: September 5, 2023 @ 12:59 pm
My advice business is worth more today than it was a year ago.
- Agree (60%)
- Disagree (24%)
- Not sure (16%)
Start Date: July 24, 2023 @ 7:03 pm
End Date: August 22, 2023 @ 3:11 pm
End Date: August 22, 2023 @ 3:11 pm
It's reasonable that the freeze on the ASIC adviser levy has now been removed after two years.
- Disagree (88%)
- Agree (7%)
- Not sure (5%)
Start Date: June 27, 2023 @ 8:37 pm
End Date: July 24, 2023 @ 7:04 pm
End Date: July 24, 2023 @ 7:04 pm
Do you support the Government’s decision to initially adopt 14 of the 22 Quality of Advice Review recommendations?
- Yes (73%)
- Not sure (14%)
- No (13%)
Start Date: June 13, 2023 @ 5:46 pm
End Date: June 27, 2023 @ 8:40 pm
End Date: June 27, 2023 @ 8:40 pm
My advice business could be doing more to deliver intergenerational life insurance advice services.
- Agree (72%)
- Disagree (18%)
- Not sure (10%)
Start Date: May 30, 2023 @ 3:30 pm
End Date: June 13, 2023 @ 5:47 pm
End Date: June 13, 2023 @ 5:47 pm