Accountants and financial planners have been told they need to both compete and cooperate.
Matthew Rowe, formerly Chair of the FPA and former CEO of Hood Sweeney Adelaide, gave the keynote address at the Class. CUP. Connect conference 2016.
Mr Rowe said there was a lot of commentary about accountants and financial planners being in competition, with the implication that the market for advice isn’t big enough for both professions.
“There’s a race on at the moment, if you listen to the commentators, there’s a race around who’s going to win – is it going to be accountants, financial planners?”