Business Specialist CFP

I’m a Business Specialist freelancing my 30 years experience in financial planning to provide pre-vet and post audit review services of your advice files and documents.

I can 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.

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>>>.

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