Most financial advisers have arrangements with colleagues, friends and local businesses for referring clients Types of referrals There are three main types of referral arrangements: Mere referrals; Referrer authorised representative; and Mere referrals Referrer authorised representative No referrals
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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