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Advice 2030 1

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Advice 2030 1

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In this first episode, Peita talks with John O’Mahony and Deen Sanders from Deloitte Access Economics. They discuss the key findings and implications of the “Advice 2023: The Big Shift” report, which identifies seven mega trends that will significantly impact the financial advice industry and presents choices for advisers to embrace these changes and capitalise on the $2.1 billion advice opportunity. Accreditation Points Allocation: Technical Competence 0.3 Client Care and Practice 0.3 Regulatory Compliance and Consumer Protection 0.2 Professionalism and Ethics 0.2 General 0.2

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