Ep3, Season 2: Lifting standards is a start but not the endgame

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.   

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WTL model proven, but tailwinds alone won’t create value: Cullen

WTL model proven, but tailwinds alone won’t create value: Cullen

WT Financial Group founder and managing director Keith Cullen said the licensee’s business model is now proven, and that it has built the “machinery” needed to convert well-documented industry tailwinds into shareholder value.

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