Engine Room Podcast 39 – Jonathan Elliot

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Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics General 1.40 CPD Pts

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Quiz

Podcast

Engine Room Podcast 39 – Jonathan Elliot

Details

Jonathan is the Managing Director at Collins SBA. He and Andrew talk about the importance of personal growth, tailored solutions, and prioritising clients’ needs, the challenges of integrating financial planning and accounting, and the future of advice in Australia. Accreditation Points Allocation: Technical Competence 0.5 Client Care and Practice 0.3 Regulatory Compliance and Consumer Protection 0.2 Professionalism and Ethics 0.2 General 0.2

Learning Outcomes

The goal of this content is to broaden the learner’s understanding of how to:

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Engine Room Podcast 39 – Jonathan Elliot

Podcast

Engine Room Podcast 39 – Jonathan Elliot

Quiz

Details

Learning Outcomes

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