9 June 2011 16:21
Please click HERE to download a copy of the slides presented to the Professional Planner Dealer Group Summit by Kristen Turnbull, head of advice, wealth and super at CoreData.
The full Licensee Report is available for purchase from CoreData. For more information please call Kristen on 02 9376 9609.
You can visit the CoreData website at www.coredata.com.au
advice, Kristen Turnbull, Licensee Report, wealth
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High-net-worth specialist advisory Escala is looking to expand beyond Sydney and Melbourne to become a national brand, a year on from a restructuring of the business by US-based Focus Financial Partners.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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