The massive amount of wealth held in cash by investors presents an opportunity for private wealth management firms to start a conversation with clients about longer-term investment and wealth-creation opportunities and aspirations, according to Adrian Hondros, executive general manager of Commowealth Bank’s private banking operations. Hondros, who took part in the Professional Planner/Franklin Templeton Investments
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.
Professional Standards