Delivering Advice Differently #4
Play • 41 min
In this fourth instalment, we discuss Demonstration of Understanding and how it can empower clients. This is a huge topic, from your professional obligations to get informed consent, to helping the non-CFO in client couples.

To find out more about the next generation of financial modelling, visit

Ben Marshan Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia Ben Marshan LinkedIn: FPA Website:

Prashant Nagarajan Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE Prashant Nagarajan LinkedIn: FINNACLE Website:

Michelle Bannister CEO at Optimo Financial Michelle Bannister LinkedIn: Optimo Financial Website:

Geoff Ivanac Financial Planner at Real Life Financial Planning Geoff Ivanac LinkedIn: Real Life Financial Planning Website:

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