Imagine being part of a career advocacy program specifically designed to help female financial advisers obtain guidance, advice and support from other experienced and successful advisers to help them achieve their full potential.
Allison Macfarlane (LinkedIn: allisonmacfarlane/) is the Distribution Manager from Centuria (www.centuria.com.au) who has a wealth of experience working closely with Financial Advisers and is passionate about supporting women in Financial Services through the Financial Executive Women Association (www.executivewomeninfinance.com.au/).
In this episode, Allison and Ray discuss why we’re seeing more females start a career in Financial Services than ever before and why the current regulatory framework needs to change to reach the 80% of consumers who would benefit from sound financial advice. Allison also explains how Centuria’s unlisted and listed property funds work, the types of Advisers suited to this model of specialist investing and the licensing requirements you need to be aware of.
XY Adviser Online Training Platform – https://www.xyadviser.com
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Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.
DISCLAIMER: The XY Adviser website and all content contained on the website is limited to general information. It does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this website should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.