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457 Matt Lancashire

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457 Matt Lancashire

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Matt is the Director and Senior Financial Advisor at Cargill Financial. He and James discuss his experience building a financial planning practice within an accounting firm, managing a large client base, what technology he’s using, and the future growth and challenges of his business. Accreditation Points Allocation: Technical Competence 0.2 Client Care and Practice 0.1 Regulatory Compliance and Consumer Protection 0.1 Professionalism and Ethics 0.1 Total CPD Points: 0.50

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