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I've wondered myself what constitutes bad advice. I see similar problems all the time (last week a bank manager told a customer, "I didn't want to set it up that way because it's not in the banks best interests"). Unfortunately I don't think the legislation will stop bad advice on structural...

I'm actually not too concerned. Key facts about our service - nothing more than a customized adaptation of what's already in the standard MFAA broker agreement. Fact find - presented properly, this can be a good opportunity to cross sell. Suitability checklist & letter - make it part of the...

I wrote a CBA loan in the last fortnight. Given the clients circumstances, it is an appropirate recommendation for them. Their existing mortgage is with the CBA and it's fixed. They want to release equity to invest. Refinancing to another lender (regarless or the compeditors rate) would...