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Webinar: Michelle Levy explaining Quality Advice Review CP

September 14, 2022/0 Comments/in Linkedin/by Joel Ronchi
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https://fourth-line.com.au/wp-content/uploads/2022/09/QAR-CP03.png 690 955 Joel Ronchi https://fourth-line.com.au/wp-content/uploads/2020/11/logo-web-dark.png Joel Ronchi2022-09-14 04:34:012022-09-14 04:35:16Webinar: Michelle Levy explaining Quality Advice Review CP

“Quality Advice Review” Consultation Paper CP Review

September 14, 2022/0 Comments/in Linkedin/by Joel Ronchi
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https://fourth-line.com.au/wp-content/uploads/2022/09/QAR-CP02.png 252 377 Joel Ronchi https://fourth-line.com.au/wp-content/uploads/2020/11/logo-web-dark.png Joel Ronchi2022-09-14 04:07:092022-09-14 04:28:42“Quality Advice Review” Consultation Paper CP Review

Why are File Notes so important?

August 22, 2022/0 Comments/in Breach Reporting, Linkedin, Professional Year/by Joel Ronchi
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https://fourth-line.com.au/wp-content/uploads/2022/08/File-Notes.jpg 155 326 Joel Ronchi https://fourth-line.com.au/wp-content/uploads/2020/11/logo-web-dark.png Joel Ronchi2022-08-22 02:20:532022-08-22 02:24:01Why are File Notes so important?

Values drive Goals

August 18, 2022/0 Comments/in Breach Reporting, Linkedin, Professional Year/by Joel Ronchi
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https://fourth-line.com.au/wp-content/uploads/2022/08/Values_Goals.jpg 142 356 Joel Ronchi https://fourth-line.com.au/wp-content/uploads/2020/11/logo-web-dark.png Joel Ronchi2022-08-18 02:23:112022-08-22 02:31:50Values drive Goals

What is the difference between a “Goal” and an “Objective”?

August 16, 2022/0 Comments/in Breach Reporting, Digital Advice, Linkedin, Professional Year/by Joel Ronchi
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https://fourth-line.com.au/wp-content/uploads/2022/08/Goals-Objectives.jpg 166 303 Joel Ronchi https://fourth-line.com.au/wp-content/uploads/2020/11/logo-web-dark.png Joel Ronchi2022-08-16 05:03:082022-08-22 02:26:47What is the difference between a “Goal” and an “Objective”?

The Personal Advice Equation (Memory Hack)

August 15, 2022/0 Comments/in Breach Reporting, Digital Advice, Linkedin, Professional Year/by Joel Ronchi
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https://fourth-line.com.au/wp-content/uploads/2022/08/Values-Goals_blue_logo.png 1018 1529 Joel Ronchi https://fourth-line.com.au/wp-content/uploads/2020/11/logo-web-dark.png Joel Ronchi2022-08-15 04:33:512022-09-15 12:08:49The Personal Advice Equation (Memory Hack)

Breach Reporting – ASIC consults but industry still on the hook

August 10, 2022/0 Comments/in Breach Reporting, Linkedin/by Joel Ronchi
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https://fourth-line.com.au/wp-content/uploads/2022/05/Breach.jpg 163 310 Joel Ronchi https://fourth-line.com.au/wp-content/uploads/2020/11/logo-web-dark.png Joel Ronchi2022-08-10 23:45:212022-08-11 20:27:06Breach Reporting – ASIC consults but industry still on the hook

The “isolation” of running a financial advice business

July 27, 2022/0 Comments/in Linkedin/by Joel Ronchi
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https://fourth-line.com.au/wp-content/uploads/2022/07/isolation.jpg 154 327 Joel Ronchi https://fourth-line.com.au/wp-content/uploads/2020/11/logo-web-dark.png Joel Ronchi2022-07-27 23:45:342022-08-11 02:37:37The “isolation” of running a financial advice business

Record registrations for July exam ahead of October deadline

July 19, 2022/0 Comments/in News/by Joel Ronchi
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https://fourth-line.com.au/wp-content/uploads/2022/07/Exam-Results.jpg 175 288 Joel Ronchi https://fourth-line.com.au/wp-content/uploads/2020/11/logo-web-dark.png Joel Ronchi2022-07-19 23:24:442022-08-11 02:38:29Record registrations for July exam ahead of October deadline

The importance of pre-vetting SOAs

June 6, 2022/0 Comments/in Breach Reporting, Linkedin/by Joel Ronchi
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https://fourth-line.com.au/wp-content/uploads/2022/06/Prevet-SOAs.jpg 300 300 Joel Ronchi https://fourth-line.com.au/wp-content/uploads/2020/11/logo-web-dark.png Joel Ronchi2022-06-06 01:14:472022-08-11 02:38:42The importance of pre-vetting SOAs
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