As a financial adviser, you no doubt know some stuff about the Age Pension. The Income Test. The Assets Test. Thresholds, limits, reduction factors - a fair bit of stuff.
But how do you tackle some of the ethical considerations?
How do you balance client best interests with client intentions - especially when some of those intentions can be a bit dicey?
In this week's episode, we explore this fundamental part of retirement advice and try to add some new details and nuance to your approach.
And, for keen listeners, let us know your answer to the $10,000 question - where has this 'rule' come from?
Some links for you:
You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.
CPD For this Episode: https://quiz.ensombl.com/NATH-26012910-42380001
Client Care and Practice - 0.75
Professionalism & Ethics - 0.25
Nathan:
Jordan:
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.
