CFP Business Specialist

Since retiring my AFS Licence in 2010, I freelance my 30 years experience in financial planning as a CFP Business Specialist to financial planning practices in Australia.

My services include:

  1. Set up a Board of Advice for your practice
  2. Help you prove you have delivered services in the best interest of your clients
  3. 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>>>.

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