Quote: “The penalty good men pay for indifference to public affairs is to be ruled by evil men.” Plato
After 30 year experience in financial services I freelance my experience and expertise as a Business Specialist to financial planning firms and I write submissions to government or a board of directors to change policy in the best interests of the business and the client.
It’s very important that a financial adviser remains in business by charging a decent fee to make a decent profit, decently!
I have a lot to say about the cost of advice in the best interest of the client. I’ll be discussing:
- the history of financials services from the 1980s to today
- the types of business models that evolved over time
- popular advice themes and those that came unstuck
- if the amount of regulation is any guide, why don’t more Australians get advice?
Please feel free to contact my anytime: