Financial planners are trusted and essential

SQM research

Clare Shewan, plus 3 practices for December

Gesamay and the team

Unit Price 28.35

FDS - OSA

Zoom - Adviser chat, ops chat

Research process

$3,500 average income per client

Site Visits

Bendigo Simple super

Survey

compliance questions to adviser chat

Bite sized advice, no ongoing,

PD Day