Vulnerable Clients (including Aged Care)
Aged Care - AFSL, Wholesale
Last updated: 11 April 2023
This policy sets out the requirements when providing advice on Commonwealth-subsidised aged care.
This resource may assist financial advisers and advice practices looking for an aged care advice policy to support the provision of financial advice to clients considering aged care arrangements.
Included documents
| Document | Version | Type | Date |
|---|---|---|---|
| Providing Aged Care Advice Policy - AFSL, Wholesale | 3.0 | Policy | 11 April 2023 |