S5E2 Ongoing Advice Series - Legislation & Regulations
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S5E2 Ongoing Advice Series - Legislation & Regulations
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Starting off a new series with an episode dedicated to reviewing legislation and regulations might, for any other podcast, be pretty dull.
But that's exactly what Jordan and Nathan take on this week - what the actual legislative and regulatory background is when it comes to Ongoing Advice.
From INFO256 to INFO286, pre-FoFA, Corps Act and the documentary requirements of a compliant Ongoing Advice Agreement, we get right into the weeds.
Partly because this is new to us, partly out of curiousity - but largely to try and answer the question of whether Ongoing Advice Agreements are worth the hassle.
Nathan:
advice@nathanfradley.com.au
www.nathanfradley.com.au
Jordan:
jordan@planningsolo.com.au
www.planningsolo.com.au
LinkedIn:
Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn
The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.