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

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.

Show Notes

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.

What is Ethics for advisers?

A Professional Planner podcast series on ethics & professionalism for financial advisers