In this fourth instalment, we discuss Demonstration of Understanding and how it can empower clients. This is a huge topic, from your professional obligations to get informed consent, to helping the non-CFO in client couples.
Visit Optimo Financial to find out more about the next generation of financial modelling.
Ben Marshan
Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia
Ben Marshan LinkedIn
FPA Website
Prashant Nagarajan
Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE
Prashant Nagarajan LinkedIn
FINNACLE Website
Michelle Bannister
CEO at Optimo Financial
Michelle Bannister LinkedIn
Optimo Financial Website
Geoff Ivanac
Financial Planner at Real Life Financial Planning
Geoff Ivanac LinkedIn
Real Life Financial Planning Website
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