In this episode, David Harris discussed about:
Statement of variation
Website Disclosure Information - is live
Ongoing Agreements
Compliance feedback
Training ideas
Site Visit feedback
Insignia - Private Equity Takeover
Changes for new year (watch this space)
2025 Conference will be in Darwin Hilton
Office Closure - 20 Dec 24 to 3 Jan 2025
New ongoing agreement template
Sydney Catch Up on 29 January
Merry Christmas, Stay safe, spend quality time with family, and enjoy giving lots of presents!
Thanks for listening and happy streaming!
To keep you updated to all of AE podcasts, visit our AE Intranet >>>
https://sites.google.com/view/adviceevolutionintranet/ceo-updates/podcasts