Advice Licensees Compliance Forum – 20 June 2024

20 June 2024

Industry Forums

Samantha Hills
Partner
Paul Derham
Managing Partner
Advice Licensees Compliance Forum – 20 June 2024

Join us for a networking and insightful panel discussion featuring:

Panel

  • Paul Derham, Managing Partner, Holley Nethercote
  • Sam Hills, Partner, Holley Nethercote
  • Phil Anderson, General Manager, Financial Advice Association of Australia (FAAA)

Discussion

In this forum, the panelists will discuss a range of topics, including the release of the results from our annual Compliance Trends Survey. Now in its 2nd year, the survey provides valuable insights and benchmarking data for your business.

Agenda

  • Results from 2024 Compliance Trends Survey
  • QAR
  • Experience Pathway Guidance
  • Change to RITC
  • ASIC Report 779 – Superannuation choice products
  • Impact of Lanterne case for Advice Licensees

Non-Subscriber Price

Price: $125

GST: $12.50

$137.50 inc GST

CPD Details

1.0 hours

Categories:

  • Regulatory Compliance and Consumer Protection

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