The Bottom Line

Financial advisory 101


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David Posterino is the Managing Director at AS Wealth Advisors. AS Wealth Advisors provides personalised strategic financial guidance and wealth management advice.

In this episode, David shares his journey from accounting to financial advising. He explains the benefits of having strong insurance policies and the essential nature of understanding client goals to help them reach their financial targets.

 

Resources and links:

  • AS Wealth Advisors website

  • David Posterino on LinkedIn

 

Connect:

  • Alexander Spencer website

  • Alexander Spencer on Twitter

  • Alexander Spencer on Facebook

  • Alexander Spencer on LinkedIn


This show is produced in collaboration with Wavelength Creative. Visit wavelengthcreative.com for more information.

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The Bottom LineBy Alexander Spencer

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