452 Rachael Holder

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Earn 0.50 CPD Points

Technical Competence Client Care & Practice Professionalism and Ethics 0.50 CPD Pts

Complete the quiz to earn 0.50 CPD Points

Quiz

Podcast

452 Rachael Holder

Quiz

The quiz will appear once you’ve completed the podcast.

Complete the quiz to earn 0.50 CPD points.

1. What key factor did Rachael Holder highlight as essential when developing a financial plan?

Understanding a client’s goals and motivations
Client's previous tax history
Recommending only high-return investments

2. In the podcast, what was discussed as a common barrier to clients implementing financial advice?

High investment fees
Their biases and emotional relationship with money
Lack of access to investment options

3. What aspect of the Professional Year did Rachael mention was most beneficial in her development?

Practicing client meetings and interactions
Completing the administrative work
Memorising financial regulations

Details

Rachael is an Associate Adviser at Tribeca Financial. She and James discuss her career transition from financial advising in the UK to working through her professional year in Australia at Tribeca. They also cover the differences in industry culture, the importance of exposure to client meetings for professional development, and understanding clients’ motivations beyond finances. Accreditation Points Allocation: Technical Competence 0.2 Client Care and Practice 0.2 Professionalism and Ethics 0.1

Learning Outcomes

The goal of this content is to broaden the learner’s understanding of how to:

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452 Rachael Holder

Podcast

452 Rachael Holder

Quiz

Details

Learning Outcomes

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