On-demand Webinar Superannuation the Gateway to Financial Advice

On-demand Webinar Superannuation the Gateway to Financial Advice

On-Demand Webinar:

Superannuation the Gateway to Financial Advice

Glenis Phillips the Designer of Financial Mappers has recorded a new Webinar, “Superannuation the Gateway to Financial Advice” and is available on-demand.

 

The webinar is accredited with both the Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) and entitles each participant to 1 CPD point as part of their Continuing Professional Development.

 

This webinar is intended to demonstrate how Financial Advisers may engage with new clients using Superannuation as the topic of interest.  The focus will be on reaching consumers that ASIC believes have unmet advice needs.  This webinar provides innovative means of connecting with clients who currently do not require full-service advice, but are looking to connect with an adviser who can assist in both general financial advice or simple targeted advice.

 

While Financial Mappers Pro, will be used to demonstrate in this webinar, one does not need to be using or thinking of using the product to benefit from this webinar.

 

To register click HERE.

webinar financial advice

 

Glenis Phillips B Ed SF FIN – Designer of Financial Mappers

 

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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