Matthew Smith moderates a discussion about ethics and advice with June Smith, deputy ombudsman, AFCA and Tony Gilett, principal adviser, Retirewell Financial Planning.

Ethics for advisers

Professional Planner

Ep3, Season 2: Lifting standards is a start but not the endgame

AUG 24, 202151 MIN
Ethics for advisers

Ep3, Season 2: Lifting standards is a start but not the endgame

AUG 24, 202151 MIN

Description

Industry stalwart adviser Tony Gilett talks about his passion for financial planning and why he decided to take on the challenge of new education standards and exams after decades of giving advice alongside AFCA’s June Smith who funnels her law background, ethics research and dispute resolution experience into the conversation.