Matthew Smith moderates a discussion about ethics and advice with Jon Scukovic, director and principle, Park Lane Advice Group
and Michelle Cull, associate dean engagement and senior lecturer in the accounting and financial planning at the School of Business at Western Sydney University.

Ethics for advisers

Professional Planner

EP5, Season 2: Documentation is the bridge to the other side

AUG 24, 202138 MIN
Ethics for advisers

EP5, Season 2: Documentation is the bridge to the other side

AUG 24, 202138 MIN

Description

In this stage of the industry’s progression, documentation will play an important role in advisers’ ethical practices, Jon Scukovic from Park Lane Advice Group in Melbourne and Western Sydney University’s Michelle Cull discuss in a conversation that traverses some of the principles and practicalities of implementing ethical practices.