There’s no better time than now for financial planning businesses to engage with accountants, and assistance in forging successful referral relationships may come from an unlikely source. Scott Charlton, business coach and author, says that “for good reason, accountants are seen as a great source of referrals”, but many financial planners have had little success
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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