The Allied Adviser

#10 Technology is Placing Clients First


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Craig Gunawardana is the founding director and senior financial adviser at Client First Wealth Management. Since moving on from the corporate world Craig has built an outstanding advice business from the ground up by delivering life changing outcomes to his clients through quality, common sense financial planning. Craig shares how his process is built on a foundation of technology adoption which has helped him scale his business while maintaining an excellent and consistent standard of client experience.

www.cfwm.com.au

 

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The Allied AdviserBy Michael Lawes