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August '23 Newsletter (Issue #19)

Fourth Line's mission is to help licensees & advisers build deeper relationships with clients through quality advice, so Australians can achieve their financial & lifestyle dreams knowing the advice is right for them.

Fourth Line - New Clients

We would like to welcome these licensees to the Fourth Line Community & thank them for choosing Fourth Line as their quality advice partner.

Industry Insights

AFCA decisions: Insights for Advisers

Decisions made from JAN - MARCH 2023

Are ‘micro’ AFSLs on the rise?

AFSL growth due to a surge in advisers starting their own “micro-AFSLs”

Treasury Consults on QAR

What has Treasury said about the QAR?

The carrot-and-stick of adviser retention

What depths are licensees willing to go to in order to "lock in " advisers?

Code of Ethics (COE) Breaches

ASIC has made four (4) Determinations against Advisers for breaches of COE

Want a DEMO of Fourth Line?

Advice  Assurance at your Finger Tips

The best way to see Fourth Line in action is to book a demo.

Fourth Line
Level 2, 545 King St, WEST MELBOURNE

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