517 Joel Kerin

Earn 0.75 CPD Points

Technical Competence Tax (Financial) Advice 0.75 CPD Pts

Complete the quiz to earn 0.75 CPD Points

Quiz

Podcast

517 Joel Kerin

Details

Joel is an Associate Director at Ally Wealth Management. He and James discuss Ally Wealth’s tailored advice for Australian expats, the challenges and strategies of managing clients with international assets, and the company’s approach to global financial planning and compliance.

Accreditation Points Allocation:

0.50 Technical Competence

0.25 Tax (Financial) Advice

Learning Outcomes

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

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517 Joel Kerin

Podcast

517 Joel Kerin

Quiz

Details

Learning Outcomes

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