Financial planners need to specialise rather than generalise
Specialised skill sets are increasingly important for financial planners, says Craig Banning, director, Navwealth Financial Group. He uses the example of self-managed super (SMSF) advice. When asked if this requires specialised knowledge, Banning says, “I think it does.” This is why every adviser within Navwealth that deals with super clients holds the SMSF Association’s SMSF


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