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We are a financial planning firm located in Melbourne. We are using this podcast as a channel to showcase what we provide to clients and to enlighten listeners in what we could potentially do for them. Like more information contact the office 03 9111 2675
Episodes
Nov 24, 2022
Nov 24, 2022
18 min
In today's podcast, Tony & Jamie discuss the current Quality of Advice Process review by Ms Michelle Levy. They also talk about the current process that advisers need to follow with their clients and how it can be all too confusing at times.
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