Ethics for advisers Professional Planner
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- Education
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A Professional Planner podcast series on ethics & professionalism for financial advisers
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EP6, Season 2: Self-regulation is still a way off
Matthew Smith moderates a discussion about ethics and advice with Paul Moran, adviser and practice owner with Moran Partners Financial Planning in Melbourne in Victoria and Tracy Wilcox, associate professor and academic director, Postgraduate, UNSW Business School.
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EP5, Season 2: Documentation is the bridge to the other side
Matthew Smith moderates a discussion about ethics and advice with Jon Scukovic, director and principle, Park Lane Advice Group
and Michelle Cull, associate dean engagement and senior lecturer in the accounting and financial planning at the School of Business at Western Sydney University. -
EP4, Season 2: Community is the advice industry’s superpower
Matthew Smith moderates a discussion about ethics and advice with Gordon Young, Associate, The Ethics Centre and Alysia Laird, principal adviser, Zebra Tailored Wealth.
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Ep3, Season 2: Lifting standards is a start but not the endgame
Matthew Smith moderates a discussion about ethics and advice with June Smith, deputy ombudsman, AFCA and Tony Gilett, principal adviser, Retirewell Financial Planning.
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EP2, Season 2: Where compliance ends and the Code begins
Matthew Smith moderates a discussion about ethics and advice with Kym Bailey, technical services manager client experience & professional development, wealth advice, JB Were and Selina Nutley, partner, McMahon Clarke Lawyers.
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EP1, Season 2: Intention is frontrunning implementation
Matthew Smith moderates a discussion about ethics and advice with Nidal Danoun, director, Prosperity Financial Services and
Katherine Hunt, program adviser & lecturer, Accounting, Finance and Economics, Griffith Business School, Griffith University.