
Sign up to save your podcasts
Or


A question Natasha Etschmann (Tash Invests) receives all the time is: “How did you get licensed to give general financial advice?” To answer this query for one and all, Tash and her co-host Ana Kresina (Head of Product & Community at Pearler) have dedicated a bonus episode to it!
Join Tash and Ana as they discuss how (and why) Tash got licensed. They also explore various license types; the difference between general and specific advice; and what a licensed representative is actually allowed to say.
@tashinvests
@anakresina
@getrichslowclub
@pearlerhq
Get Rich Slow Club
Pearler
YouTube
Disclaimer
Any advice is general and does not consider your financial situation needs, or objectives, so consider whether it’s appropriate for you. You should also consider seeking professional advice before making any financial decision.
Natasha Etschmann is an Authorised Representative 1299881 of Guideway Financial Services Pty Ltd AFSL 420367. Read the FSG available from https://tashinvests.com/links
Pearler is an Authorised Representative 1281540 of Sanlam Private Wealth Pty Ltd AFSL 337927. Read the FSG available from https://pearler.com/financial-services-guide
If you are considering any of the products we spoke about during the show, be sure to read the Product Disclosure Statement & Target Market Determination available from the product issuer’s website before deciding.
Hosted on Acast. See acast.com/privacy for more information.
By Ana Kresina & Natasha Etschmann5
33 ratings
A question Natasha Etschmann (Tash Invests) receives all the time is: “How did you get licensed to give general financial advice?” To answer this query for one and all, Tash and her co-host Ana Kresina (Head of Product & Community at Pearler) have dedicated a bonus episode to it!
Join Tash and Ana as they discuss how (and why) Tash got licensed. They also explore various license types; the difference between general and specific advice; and what a licensed representative is actually allowed to say.
@tashinvests
@anakresina
@getrichslowclub
@pearlerhq
Get Rich Slow Club
Pearler
YouTube
Disclaimer
Any advice is general and does not consider your financial situation needs, or objectives, so consider whether it’s appropriate for you. You should also consider seeking professional advice before making any financial decision.
Natasha Etschmann is an Authorised Representative 1299881 of Guideway Financial Services Pty Ltd AFSL 420367. Read the FSG available from https://tashinvests.com/links
Pearler is an Authorised Representative 1281540 of Sanlam Private Wealth Pty Ltd AFSL 337927. Read the FSG available from https://pearler.com/financial-services-guide
If you are considering any of the products we spoke about during the show, be sure to read the Product Disclosure Statement & Target Market Determination available from the product issuer’s website before deciding.
Hosted on Acast. See acast.com/privacy for more information.

11 Listeners

58 Listeners

64 Listeners

30 Listeners

23 Listeners

137 Listeners

9 Listeners

39 Listeners

53 Listeners

32 Listeners

25 Listeners

7 Listeners

11 Listeners

2 Listeners

4 Listeners