Article list

Everything from AdviserVoice - this Ethics CPD article is proudly brought to you by GSFM

CPD: Ethics and client best interests

From AdviserVoice - this Ethics CPD article is proudly brought to you by GSFM

In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the

continue reading

03 Jul 2026

CPD: Aged care advice and ethics

From AdviserVoice - this Ethics CPD article is proudly brought to you by GSFM

Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by

continue reading

02 Jun 2026

CPD: The fiduciary mandate and ethics in financial advice

From AdviserVoice - this Ethics CPD article is proudly brought to you by GSFM

Today’s financial adviser stands as a true professional partner; a fiduciary whose primary purpose is to empower clients to achieve their life goals and financial objectives. This article, proudly sponsored

continue reading

04 May 2026

CPD: The importance of ethics to your advice practice

From AdviserVoice - this Ethics CPD article is proudly brought to you by GSFM

Ethics in financial advice isn’t just about ‘doing the right thing’ to sleep better at night, it’s the fundamental bedrock of a sustainable business model. In this article, proudly sponsored

continue reading

02 Apr 2026

CPD: Ethical financial advice for vulnerable clients – part two

From AdviserVoice - this Ethics CPD article is proudly brought to you by GSFM

This article, proudly sponsored by GSFM, examines how advisers work with vulnerable clients, particularly those affected by ageing and cognitive decline. Part two focuses specifically on the rising incidence of

continue reading

02 Mar 2026

CPD: Ethical financial advice for vulnerable clients – part one

From AdviserVoice - this Ethics CPD article is proudly brought to you by GSFM

This article, proudly sponsored by GSFM, examines how advisers work with vulnerable clients, particularly those affected by ageing and cognitive decline. It explores the ethical tensions that may arise and

continue reading

05 Feb 2026

CPD: Lessons from ethical failures in financial advice

From AdviserVoice - this Ethics CPD article is proudly brought to you by GSFM

Ethical standards are the foundation of financial advice, defining the trust and professional bond between advisers and their clients. While most professionals operate with integrity, a small minority within the

continue reading

22 Jan 2026

CPD: SMSFs, ethics and financial advice

From AdviserVoice - this Ethics CPD article is proudly brought to you by GSFM

The appropriate establishment of SMSFs has recently come under increased scrutiny by ASIC and, at around the same time, AFCA’s Annual Review noted SMSFs elicited the highest number of investor

continue reading

01 Dec 2025

CPD: Managing peers and referral partners in an ethical advice practice

From AdviserVoice - this Ethics CPD article is proudly brought to you by GSFM

Running an ethical and compliant financial advice practice extends far beyond an individual adviser’s desk; it requires meticulous management of the entire professional ecosystem, including colleagues, peers and third-party referral

continue reading

13 Nov 2025

CPD: The importance of strong business culture in an ethical advice practice

From AdviserVoice - this Ethics CPD article is proudly brought to you by GSFM

A strong business culture has been identified as a critical attribute of an ethical business. This article, proudly sponsored by GSFM, investigates the interrelationship between a strong business culture and

continue reading

24 Oct 2025

Earn CPD Points

CPD: The spectrum of growth
Companies that generate strong, sustainable growth are valuable sources of long term capital appreciation in a portfolio, but these businesses are rare, difficult to identify and exist on a broad [...]
CPD: Record-keeping in financial advice – the key to compliance and consumer protection
Introduction The financial services regulatory framework is a key pillar of financial consumer protection. Regulatory compliance is therefore not merely about avoiding penalties, but is a critical step in building [...]
CPD: Trust and ethics in financial advice
In 2024, trust in financial advisers reached an all-time high. This article, proudly sponsored by GSFM, explores the inseparable links between trust and ethical practice when providing financial advice. Defined [...]
CPD: Retirement Income Strategies
It has been almost 40 years since award superannuation was introduced in Australia, and 33 years since the introduction of mandatory occupational superannuation. This means the next decade will see [...]
CPD: Free cash flow works
The difference between earnings and free cash flow is an important investment concept, one explained here by GSFM’s investment partner TD Epoch. Earnings have long played a dominant role in [...]