Successful financial advisory firms allow advisers to focus on delivering more advice to more clients, support their advisers with more staff and have a clearer focus on succession planning than firms that perform less well, according to Macquarie’s 2023 Financial Advice Benchmarking Report.
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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