Since retiring my AFS Licence in 2010, I freelance my 30 years experience in financial planning as a Business Specialist CFP to financial planning practices in Australia.
My services include:
- Set up a Board of Advice for your practice
- Back-test your advice to prove you have delivered services in the best interest of your clients even though there may be missing files or documents.
- Be a sounding board for you
I understand FOFA and FASEA goals-based advice in the client’s best interest through my work with Count Financial as a Professional Standards Manager and as a consultant to businesses under CBA owned licensees Financial Wisdom and Pathways where advice scrutiny was harsh and costly for advisers exiting CBA.
For a free no obligation consultation, please contact me>>>.