vimarsana.com

Latest Breaking News On - Integra financial services - Page 1 : vimarsana.com

Why personal communication is the key to client satisfaction

Why personal communication is the key to client satisfaction
moneymanagement.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from moneymanagement.com.au Daily Mail and Mail on Sunday newspapers.

Deborah kentTony stephensIntegra financial servicesKent at integra financial servicesBusiness health

FAAA board welcomes new members

The Financial Advice Association of Australia has appointed two Sydney-based advisers and one Gold Coast-based adviser to its board, effective 20 November 2023.

New south walesGold coastDavid sharpeDeborah kentKearsten jamesFelicity cooperJulie mathesonGoldman sachs jbwereSheila gutierrez cabacunganSydney metro communityIntegra financial servicesMacquarie bankFinancial advice association of australiaWealth forumAssociation of financial advisersFinancial advice association

Education carve-out pressures tertiary sector - Professional Planner

Aside from being a step back for professionalism, the experience pathway presents a financial challenge for universities that have spent years investing into financial advice qualifications in preparation for the education standard.

New south walesDeborah kentBrian knightColin williamsSydney universityIntegra financial servicesFinancial services stephen jonesFinancial servicesProfessional plannerWestern sydney universityMichelle cullAdviser register

Experience pathway keeping advice on the cusp of a profession

Many existing advisers already have a favourable education pathway compared to new entrants and deploying the experience carve out is a step too far, a panel has argued at the Advice Practitioner Summit.

Dean thomasDeborah kentJane humeTara rossHillross financial servicesIntegra financial servicesProfessional planner advice practitioner summitAdviser ratingsAdviser registerScore dataHillross financial

Retiring into a downturn? Why you should consider delaying

Putting off retirement or seeking flexible work can reduce withdrawals and boost savings as asset values fall.

New south walesMarisa broomeDeborah kentIntegra financial servicesFinancial wellness

vimarsana © 2020. All Rights Reserved.