SMSF Series #4 – Allister Sutherland – Transcript
Allister is the Client Services Manager at Player Hall, and has a self-confessed love of SMSFs. He talks …
Leading ideas and
research from the
``industry’s best
#4 Transcript
Hendrik is a Financial Coach, Trainer, Consultant and Supervisor at Cruffies Coaching. He talks about being a “Financial …
#2 Transcript
David is the Wealth Management Executive, Comprehensive Financial Planner, and Key Individual at AlphaWealth. He covers his journey …
#3 Transcript
Dirk is the Owner and a Financial Adviser at Client Care. He joins Louis to explore the concept …
Deeper Client Relationships at Scale #5 – Karolina Kuszyk – Transcript
In the last installment of this series, Fraser talks to Karolina Kuszyk, the National Business Development Manager at …
Deeper Client Relationships at Scale #4 – Caren Hendrie – Transcript
Caren is the Owner and Business Adviser at The Hendrie Group and The Business Growth Group, where she …
Deeper Client Relationships at Scale #3 – Andy Fenton – Transcript
Andy is the Managing Director at Fenton Financial, who specialise in financial services for business owners and professionals. …
Deeper Client Relationships at Scale #2 – Nicole Stuart – Transcript
Nicole is the National Client and Compliance Manager at King Financial Group, where her role is to balance …
Deeper Client Relationships at Scale #1 – Conrad Francis – Transcript
Conrad is the Director and an Authorised Representative at Inspired Money. As a basketball coach, Conrad sees a …
Changing Landscape of Retirement #10 – Jeremy Cooper – Transcript
We wrap up the Changing Landscape of Retirment series by chatting with Jeremy Cooper from Challenger Limited, who …
