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Hi Greedy me old china I have been a Licensed Financial Planner since 1998 so think i am ok there. I never said a SOA was not provided I merely said you do not have to charge like a wounded bull because of greed. Both ASIC and my Dealer Group are fully aware that i am a Mortgage Broker as...

Thankfully we don't all need do it for the money.

Have to disagree with Greedy on this one. We do a fair number of these Financial Planning Statements of Advice Certificates for both our own SMSF clients and introductions from other Brokers. A SoA is certainly not required. You would expect to pay around $450 + GST. Much more than...