This week, Jordan and Nathan speak with Danielle Waugh - Advice Education Manager from TAL's Risk Academy - about:

• TAL's commitment and contribution to the PY process
• Insights she's found from working with multiple practices, across multiple licensees
• Why some of the terminology can be a little bit misleading

 

This is a really interesting discussion because Danielle does a great job in providing a macro, functional view of the on-the-ground reality of the PY across the profession. 

 

Additional Information:

TAL's PY Manager and Support Info

 

Nathan:

[email protected]

www.nathanfradley.com.au

Jordan:

[email protected]

www.planningsolo.com.au

LinkedIn: 

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.