AdviserVoiceSIAA Webinar: The Client File - AdviserVoice https://www.adviservoice.com.au/event/siaa-webinar-the-client-file/ Financial planner information & financial planner education/CPD - AdviserVoice Thu, 04 Jun 2026 21:30:42 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 SIAA Webinar: The Client File https://www.adviservoice.com.au/event/siaa-webinar-the-client-file/ https://www.adviservoice.com.au/event/siaa-webinar-the-client-file/#respond Thu, 23 Nov 2023 02:00:00 +0000 https://www.adviservoice.com.au/?post_type=tribe_events&p=91212 Something that should be relatively unambiguous is often the source of plenty of debate when licensees are looking at historical matters and responding to requests for “Client Files”. James Dickson, CEO of OCG, will outline the critical elements, to avoid potential issues in the future.

Register for the event.

]]> Something that should be relatively unambiguous is often the source of plenty of debate when licensees are looking at historical matters and responding to requests for “Client Files”. James Dickson, CEO of OCG, will outline the critical elements, to avoid potential issues in the future.

Register for the event.

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