Inside section 923A: How to navigate independence, risk advice and referral partnerships
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Inside section 923A: How to navigate independence, risk advice and referral partnerships
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In this episode of The ifa Show, host Shy-ann Arkinstall is joined by independent financial adviser Andrew Saikal-Skea to dig into the complexities of being independent under the law and how this translates into his referral frameworks.
Spanning licensing decisions and risk advice, Andrew explains how being independent influences how he chooses the right professionals to partner with as referral arrangements become more challenging and more necessary by operating as independent.
Listen as they discuss:
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What it actually means to be independent under the Corps Act.
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How you can still deliver risk advice without breeching independence.
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The potential impact of proposed lead generation reforms.
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Why independence is both a spectrum and a hard-line rule.
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