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How to have effective communications to with your clients to know their broader long term interests.


Event details

Date: Thursday April 29

Time: 12-1pm AEST

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SPEAKERS

Dave Rae - Federation Financial Services

Tom Culver - Goodments Pty Ltd

Alexandra Brown – Invest with Ethics

Josh Edmunds - RIAA

Speakers

Alexandra Brown

Founder of Invest with Ethics

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Tom Culver

CEO of Goodments Pty Ltd

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Joshua Edmunds

Manager of Operations and Member Services at Responsible Investment Association Australasia

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Dave Rae

Financial Planner at Federation Financial Services

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