Stephen is the CEO of FASEA, making him the centre of attention of the financial advice industry right now. Clayton sits down to dive deep into some of the more controversial topics, and hopefully provide some clarity on the changes coming in 2020.
FASEA Website: https://www.fasea.gov.au/
This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 – they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus