Statement of Advice Prepared for Mr. Walter Gannon Prepared by Tracy Burton Authorised Representative Number: 15326 128 Cemex St.,Turramurra NSW 2074 02 9440 5555 Authorised…

Slide 1CHAPTER 2 Client-Adviser Relationship Slide 2 Introduction A vast amount of information is available to clients, but an adviser’s judgement is needed. Building a…

1. • Convert Clients FAST!• Save Thousands of Dollars in lost efficienciesand para-planning costs.• Save Countless hours of time• Provide modern, holistic advice…

1. RJL Financial 2. Since starting out, RJL Financial has been the most recognized organization equipped in offering the most productive and efficient mortgage broker in…

Slide 1 Leslee Benson PTA 1500 The Implications for not abiding by APTA Viewpoints Slide 2 The agency recognized to accredit physical therapy education programs is the……

Slide 1 PTA 1500-043 WHITNEY SMITH OBJECTIVE #3: DIRECTION AND SUPERVISION Slide 2 DIRECTION/SUPERVISION  There are many rules and regulations for any physical therapist…

Slide 1 A caring hand helps ease the mind Neil O’Grady and John Walker is an Authorised Representative of RI Advice Group Pty Ltd Slide 2 1 Important Notice RI Advice Group…

CHAPTER 19 Statement of Advice Construction OVERVIEW A well produced SOA provides clear evidence of the value of advice. The first step is to engage with the client to collect…

APTA Viewpoints: Implications for not abiding Lamont Buckley April 2, 2012 PTA 1500 Policies Policies that are debated and voted upon by the house of delegates are classified…

APTA Viewpoints: Implications for not abiding Lamont Buckley April 2, 2012 PTA 1500 Policies Policies that are debated and voted upon by the house of delegates are classified…