As his financial planning business celebrates its first year, the founding principal of Canopy Private Wealth credits an unlikely tool for much of his success. Sourcing clients is perhaps the most commonly cited challenge for new planning businesses. Chris Bates, founder and principal of Canopy Private Wealth has attracted many of his clients through content
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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