This session provides a comprehensive analysis of the Quality of Advice Review and its legislative impact on financial advice in Australia. Ben Marshan outlines the timelines, intent, and practical implementation of key regulatory reforms, including changes to advice documentation, fee consent, best interest duty, and adviser obligations. With a forward-looking lens, the presentation equips professionals with strategic insights on how to proactively align their business models and compliance practices to deliver better client outcomes, increase efficiency, and maintain professional standards in a rapidly evolving advice landscape.
Accreditation Points Allocation:
0.25 Client Care and Practice
0.75 Regulatory Compliance and Consumer Protection
0.25 Professionalism and Ethics