What to expect: First appointment with a Financial Adviser
In this episode, Rob & Amy walk you through what to expect during your first visit to a financial adviser.
From understanding your financial goals to discussing strategies for your future, you’ll get an inside look at how advisers work to tailor their advice to your personal needs.
And you’ll discover why we might be a little different at Consortium Private Wealth…
To view the video version of this episode visit https://youtu.be/8MvkRJfrYNU
Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
