Introducing your new compliance consultant 

As you know John Pointon is moving to retirement.

Evelyne Albrecht from Albrecht Compliance Consulting will be your new compliance partner from 1 January 2019.

Important things to know

• Your existing arrangements for quarterly or as agreed Responsible Planner Meetings will continue unchanged

• Issue management and raising questions to ensure you are compliant at all times will be managed personally by managing partner and compliance consultant, Evelyne Albrecht

• You will continue to receive detailed minutes and follow up after each meeting

• Albrecht Compliance Consulting will actively work to keep you compliant as new regulations or requirements are arise.

Making everything smooth and simple

While things are changing on the compliance front, you will experience very little difference.

The process for the handover has been organised to minimise any impact to you.

An extensive hand over process between John and Evelyne has been agreed, so that your history and particular requirements are clearly understood.

John will attend your first quarterly (unless otherwise agreed) meetings, along with Evelyne Albrecht. The presence of both compliance consultants will ensure you have the best experience during this transition.

Evelyne has many years’ experience and will become your point of contact from your next RM Meeting. While she is Melbourne-based, Evelyne aims to be in Adelaide monthly to visit with clients and will of course be available via phone, email and video conferencing.