Financial planners who find themselves in trouble with clients and the law typically can’t write properly and don’t have a formal client engagement process, which inevitably means they’re unclear about the services they provide and how much they charge, according to Claire Wivell Plater, managing director of The Fold. She said many advisers spent too
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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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