Amanda Alterio
Paraplanner
Title:Paraplanner
Practice:Certe Group
Address:Level 7
72 Pitt Street
Sydney
NSW  2000
Australia
Telephone:+61 2 9190 2551
Email:Contact adviser
Web:www.certepc.com.au
Video
Delivering a goals-based reporting service
As goals-based advice continues to become an increasingly important part of an adviser's offering and service delivery, investment platforms are playing a pivotal role in bridging the relationship ... Watch video
Generation gap opens up in financial advice
8 July 2020, 12:06pm
There is a gaping void between what consumers once wanted from financial advice and what they want now and it's being accelerated by COVID-19, according to research from KPMG. Read more
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