Fair, complete and non conflicted
Financial planners are trusted and essential
Covid issues
Getting client Authorisation
compliance questions google sheet
retirements, Brian and Dave H
HUB24 - roll over from CFS
Conference Feb 23-27
AE NPS Survey
Virtual AGM - 6 Nov ; 2-4 PM
Praemium Webinar - Managed Accounts 14 Oct ; 11 AM
team update
board meeting
research
portfolio construction
virtual PD Day
