Industry stalwart adviser Tony Gilett talks about his passion for financial planning and why he decided to take on the challenge of new education standards and exams after decades of giving advice alongside AFCA’s June Smith who funnels her law background, ethics research and dispute resolution experience into the conversation.
Risk
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Integro and Coastline merger a vote of confidence in the value of risk advice
The merger of Coastline Private Wealth with fellow WA-based financial advice firm Integro Private Wealth is a vote of confidence by Integro in the value of risk advice, its partner and private wealth adviser Justin Gilmour says. Despite ongoing structural issues in the risk space, Gilmour says sound insurance remains central to every wealth plan.
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