May 10 Update – Trevor Thompson

We had our annual audit on Thursday.

We are very proud of the result. This is from the audit report

“you have a well-developed advice process and your files clearly evidenced that the advice provided was in the best interests of the client. In all of the files reviewed your notes regarding the risk profile discussion are clear, concise and support the appropriateness of the outcome and asset allocation. As discussed, the way these discussions have been documented on file may be used as examples of best practice with other advisers”

By Trevor Thompson. 


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