Private Client Adviser
How long have you been in this industry? 20 years
What were your previous occupations? Teacher
What are your qualifications? B. Ed / Dip Teaching / Dip Phys Ed
Why did you join your industry? Needed a change
How did you get started in your industry? Through my accountant
What advice would you give someone starting out in your industry? It is going to get even more difficult because of Over Regulation
What do you enjoy most about where you work? Planning strategies with people
What one word would you like people to use in describing the way you do business? Helpful
What products/services to you sell/offer? Strategies and investments that suit client needs
What is your point of difference? Value adding
What significant changes have taken place in your profession over the years? More and more regulation which will not solve the 'bad Adviser' problem
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