Advisers must ensure their referral relationships are “based on trust”, rather than financially driven, as a poor referral could result in losing the initial client. CoreData Research found advisers lean most on their own professional relationships when they need to refer clients to services they can’t provide in-house.
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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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