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davidflex

  • davidflex replied to the topic Seminar expenses claiming and financial advisor/planner in adelaide in the forum Help Needed! 12 years, 7 months ago

    There is a difference between the financial planner and financial adviser. The financial planner is an financial architect. Their goal is to take the myriad of financial tools and apply it to the foundation of their clients financial circumstances and often strengthening the foundation and creating the blueprints for a bright future. The…[Read more]

davidflex

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