The Importance of Trust & Ethics in Financial Planning || Dr Michelle Cull on the HR Think Tank Podcast

The Importance of Trust & Ethics in Financial Planning || Dr Michelle Cull on the HR Think Tank Podcast

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While accounting and financial planning may seem black and white to some, our guest in this weeks' HR Think Tank Podcast episode has discovered that it's not all about the numbers.?

Dr Michelle Cull FCPA is the Associate Dean of Engagement at Western Sydney University and has worked for more than 15 years in ASX100 listed companies in financial roles.?

She is now a leading academic in financial planning, specialising in the moral development of financial advisers in Australia and the role of trust in the relationship between adviser and client.

Dr Cull sat down with Accurate Background (Australia) CEO and podcast host Khai Ngo to talk about how the human element plays a much bigger role than people give it credit for. Specifically, the human element of trust.?

They discuss, among other topics:

  • Significant Changes in The Financial Industry?
  • Importance of Qualification Checks When Choosing a Financial Planner
  • Building Client Trust with a Financial Planner
  • The 7 Characteristics of Trust

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If you want to hear some of Dr Cull's insights but don't have time to listen to the full episode, you can see some snippets of her interview below:

Building Client Trust

The Importance Of Qualification Checks

If you like what you've seen in the snippet from Dr Cull above, make sure to check out the full episode on the VerifyNow website at the link below, where you can also find a full transcript of the episode for those who prefer to read, rather than listen:

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Here's a final thought from Dr Cull to leave you with today:

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Lee Forde

Financial planner for middle Australia/movie car club charity

2 年

Very enjoyable to watch. Thanks for your insight Michelle.

Dr Michelle Cull FCPA

Associate Professor, Accounting & Financial Planning at Western Sydney University

2 年

Thank you VerifyNow for the opportunity to be part of this podcast to discuss the importance of trust. Shout out to Khai Ngo for being such a great host,

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