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.

Ethics for advisers

Professional Planner

EP2, Season 2: Where compliance ends and the Code begins

AUG 24, 202148 MIN
Ethics for advisers

EP2, Season 2: Where compliance ends and the Code begins

AUG 24, 202148 MIN

Description

Tick-a-box approaches to compliance may not only be expensive and time consuming but they could also be holding advisers back from taking the next step in putting ethics into practice and advancing towards broader community trust and professional recognition, JB Were’s Kym Bailey and McMahon Clarke’s Selina Nutley discuss.