Back in 2014, Vincent Holland found himself struggling with the slate of advice CRMs on the market back. Fortunately his mother Lindsay – also an adviser – was equipped with a specific skillset that enabled her to do something about it.
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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