The Trusted Adviser Episode 19: David Sharpe of Globe Financial Planning

In this episode, Rob Pyne is joined by David Sharpe, Chair of the Financial Advice Association of Australia and Principal of Globe Financial Planning. David shares his personal journey into financial advice and offers a front-row view of the critical reform efforts shaping the profession today.

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Topics Discussed

  • From Pet Rocks to Personal Finance
  • Leadership and Representation at the FAAA
  • Amplifying the Voice of Advisers in Canberra
  • Fixing the CSLR (Compensation Scheme of Last Resort)
  • Red Tape, SOAs and the Case for Professional Judgment
  • The Adviser Pipeline and Pathways
  • A Profession Ready to Regulate Itself

Show notes and transcript

For the full show notes and transcript from this episode, head to the episode page on The Trusted Adviser Website here:

 

 

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