The Financial Planning Association of Australia The Financial Planning Association of Australia

The Future of the SOA

An interactive guide

Select from video, audio or text to view this guide across its 15 sections.

Listen to the audio version OF THE INTRODUCTION

 

LISTEN TO PODCAST: THE FUTURE OF SOAS

FPA’s Ben Marshan CFP® and CoreData’s Jason Andriessen CFP® join the Goals Based Advice podcast to discuss how you can make the move away from traditional paper-based Statements of Advice.

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