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Financial Planning

Inconsistency, communication top adviser bugbears

Advisers should be mindful of consistently carrying out processes and procedures for all clients or risk getting caught out, warns an industry expert.

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Read more: Story Wealth ManagementAnne Grahamfinancial adviceFinancial Planning Association of AustraliaFinancial StandardFPALisa WeisselMichelle Tate-LoveryMomentum PlanningPhilippa ElliottTony SandercockUnified Financial Services