Professionalism in Practice

This presentation has been given outside Australia. It takes about half a day and covers the following:

  • Adviser Best Practice;
  • the changing shape of financial services practice in Australia and what is driving it;
  • Financial Services Reform in Australia - the advisers' perspective; and
  • Compact's "best practice" offerings. (eg. risk management, advice, business planning).

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Contact us if you are interested in the Professionalism in Practices course or if you would like more information.

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