Fair, current, complete and free of conflict
We are our clients only financial adviser
APL
payment catchup
Payway
dont give away advice
Ongoing admin vs advice
Intranet
pay frequency
Innovation summit
Anchor app
Millennials
Scoping, making sure the advice matches the clients wishes
Codeword
ROA?
Risk profile?
Surveys
Individual advice means the product and investment choice should come after
Pro Bono, Low value clients
CFS update - KKR, Rosco, new CEO
Licensee Summit
