Australian Financial Services Licensing (AFSL) Forum

Home Forums Australian Financial Services Licensing (AFSL) Forum Insurance Advice in limited superannuation advice Reply To: Insurance Advice in limited superannuation advice

#5265 Reply

Lawrence

Hi Peter,

the point the questions is not if it’s in the clients Best interest, or what the advice should be, the question is, if you recommend a partial rollover to keep insurance, does that constitute insurance advise – like you said is this considered to have been a recommendation for the client to keep their insurance and therefore cannot limit the SOA to superannuation advice only.

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