24
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19
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2020
06
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2020
12
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06
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18
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28
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23
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Earn CPD Points
CPD: Behaving badly – could our decision-making flaws undermine the consumer protection intent of recent superannuation changes?It is widely accepted that consumer financial protection is important not only to protect consumers but also for the stability [...]
CPD: Client centric segmentation - a best practice framework for advisersExtensive research[1] into the underlying pillars of success for financial advice businesses has identified the use of client segmentation strategies [...]
CPD: Ethics and the professional practiceIn financial planning, ethics can be distilled into acting in the client’s best interests at all times, acting with competence, [...]
CPD: The S-Curve and the emerging consumerDisruption and disintermediation are increasingly common themes across the global corporate landscape. This article from GSFM draws on thematics from [...]
CPD: When disclosure harms, rather than protects, consumers - an adviser guide to DDO complianceWhilst the Hayne Royal Commission undoubtedly put a wrecking ball through most rooms in the financial services house, it is [...]
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