Patrick Anwandter
Education:CFP, DFP, B.Com
Practice:Strategy First Financial Planning Pty Ltd
Address:Ground Floor, Suite 55, Lifestyle Working Building
117 Old Pittwater Road
NSW  2100
Email:Contact adviser
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
Advisers better learn what women want: Research
11 December 2019, 3:28pm
New research from Allianz Retire+ suggests that if financial advisers want to keep clients happy and gain referrals, they need to better understand the advice needs of women. Read more
Link to something nmMXbNeD