Ensombl
Account
Photos by Pexels
HomeJobs

Notifications

Notifications

No notifications yet.

Members

Feed, Groups and Messages are for Australian financial advisers. Sign in to take part.

Sign in
FeedGroupsJobsMeet UpMessages
ArticlesPodcasts
CPDcheck
Reduce CPD admin.
  • Turn existing training into CPD
  • Certificates sent automatically
  • Audit-ready on every decision
Try it at cpdcheck.com
Legal · Code of conduct · Contact
Photos by Pexels
Share something with the community…
Post
Alina Petrova
Northbrook Wealth · Sydney
Practice Management
What's everyone using to onboard new clients under the CDR rules? Would love to hear how you're structuring the initial data-collection call.
12 comments · 24 reactions
Marcus Rowe
Pearlwood Advisory · Brisbane
Investments
Curious how the room is thinking about the CSLR levy uplift — anyone pushing back on the assumptions in the draft numbers?
8 comments · 15 reactions
Priya Nair
Southbank Financial · Melbourne
Insurance
Reminder that the wholesale-client threshold review closes next Friday. Happy to share the submission template we've drafted.
21 comments · 47 reactions

Latest

FeedMember discussion15h agoArticlesOne ASIC portal, two clocksEnsombl Editorial Team · 4d ago7 min readCPDBridging the expectations gap in retirement adviceExpand · 9 min readCPD accreditedPodcastsThe Aged Care Conversation #1Ensombl Advice AustraliaSun, 19 July