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S1E4 AFCA Update October with Michael Miller

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Manage episode 433078280 series 3591847
Innhold levert av Nathan Fradley and Jordan Vaka, Nathan Fradley, and Jordan Vaka. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Nathan Fradley and Jordan Vaka, Nathan Fradley, and Jordan Vaka eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this episode Jordan and Nathan are joined by Michael Miller, Senior Financial Adviser at Capital Advisory in Canberra, an FAAA fellow, CFP, Textbook author and frequent contributor to the Financial Planning industry on all things ethics.

They discuss Michaels blog where he summarises the AFCA and AAT determinations to provide learnings to the profession as a whole, as well as the role of AFCA. As will be the case whenever Michael visits they also looked at some recent determinations and broke down the learnings.

You can visit Michaels blog at https://michaelmiller.help/notes or find him on linkedin at https://www.linkedin.com/in/mmillercfp/

  continue reading

40 episoder

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iconDel
 
Manage episode 433078280 series 3591847
Innhold levert av Nathan Fradley and Jordan Vaka, Nathan Fradley, and Jordan Vaka. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Nathan Fradley and Jordan Vaka, Nathan Fradley, and Jordan Vaka eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this episode Jordan and Nathan are joined by Michael Miller, Senior Financial Adviser at Capital Advisory in Canberra, an FAAA fellow, CFP, Textbook author and frequent contributor to the Financial Planning industry on all things ethics.

They discuss Michaels blog where he summarises the AFCA and AAT determinations to provide learnings to the profession as a whole, as well as the role of AFCA. As will be the case whenever Michael visits they also looked at some recent determinations and broke down the learnings.

You can visit Michaels blog at https://michaelmiller.help/notes or find him on linkedin at https://www.linkedin.com/in/mmillercfp/

  continue reading

40 episoder

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