Financial Mappers is a Partner at the FPA Congress 2019

Financial Mappers is a Partner at the FPA Congress 2019

Financial Mappers is a Partner

at the FPA Congress 2019

Visit Financial Mappers, a partner at the FPA Congress 2019, in Melbourne to see our exciting practice enhancements.

Financial Mappers performs modelling and client demonstration of any scenario and swift SOA construction.

The FPA has asked that we showcase how you can present your SOA digitally in a multimedia format, using our Client Review App.

Your advice can now be understood more readily, and your clients educated and engaged in the advisory process.

Whether a solo adviser, multi-disciplinary advisory group or larger institution, Financial Mappers will enable efficiency and cost reduction together with better client engagement and connection with new clients in the digital age.

To find out more ……

 

financial planning software for FPA Congress

Disclaimer: Financial Mappers does not have an Australian Financial Services License, does not offer financial planning advice and does not recommend financial products.

I am a founding board member of Plencore Wealth Ltd and Plencore Online Pty Ltd. I am the designer of the product Financial Mappers and Financial Mappers PRO, cloud based modelling software for Personal Finance. This software is sold on the web site www.financialmappers.com.au.I am an educator, investor and expert in both personal finance and mathematical modelling and the author of 'Map Your Finances'.I have both a Graduate Diploma in Applied Finance and Investments and a Diploma in Financial Advising from the Securities Institute of Australia. I also have a Financial Analysis Certificate, by Distance Learning from University of Technology, Sydney. I am a Senior Fellow and Senior Mentor of FINSIA.

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