Produced By:
In this episode, Clayton chats with Naz Pochynok and Julien Renard from ASO Wealth. They discuss their journey in founding ASO Wealth, their focus on client-centric advice, the evolution of the financial planning profession, and their vision for the future.
Accreditation Points Allocation:
0.25 Technical Competence
0.25 Client Care and Practice
0.25 Regulatory Compliance and Consumer Protection
0.25 Professionalism and Ethics
Total CPD Points: 1.0