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Read more about the article Integrating sustainability values into the advice process.

Integrating sustainability values into the advice process.

  • Post author:Tom
  • Post published:25/08/2023
  • Post category:Help and Guides
  • Post comments:0 Comments

Financial Advisors can readily implement systems to support sustainability values led advice into the existing advice process. Usually one simple question in the Fact Find such as "Would you like…

Continue ReadingIntegrating sustainability values into the advice process.

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In the spirit of reconciliation, Oko respectfully acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today. Our head office is located on the land of the Gadigal people, of the Eora nation.