The trend toward convergence of services taking hold across the financial planning and allied areas, such as mortgage broking, is a good thing for customers but needs to be done properly, says the head of Mortgage Choice. “If you keep the focus on the customer, they deserve specialist advice, whether on the liability or the
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.
On Practice