The Modern Financial Planner

The Financial Planning industry has undergone a rapid evolution (some may argue a revolution) in the last several years. This process was driven largely by the Hayne Royal Commission, which exposed some very poor practices by sections of the financial advice industry.  


Concepts such as acting in your clientbest interests, being paid for actually delivering a service and being well educated, are all quite normal for traditional professional services providers. These changes however have been quite confronting for a lot of traditional financial planning firms, and required them to dramatically change their business models, with many exiting the industry  


Our practice embraces and has operated under all these modern tenets since day one.   


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