522 Cathy Kayess

Earn 0.75 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection 0.75 CPD Pts

Complete the quiz to earn 0.75 CPD Points

Quiz

Podcast

522 Cathy Kayess

Details

Cathy is a Financial Adviser at Pollock Financial Planning. She and James discuss her career change from medical indemnity BDM to financial advice, her education journey and COVID-era licensing challenges, and her current role at Pollock Financial working within a shared-client, retiree-focused advice model that emphasises collaboration and current tech to support scalable, consistent client service.

Accreditation Points Allocation:

0.25 Technical Competence

0.25 Client Care and Practice

0.25 Regulatory Compliance and Consumer Protection

Learning Outcomes

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

List item goes here and here and here and here and here
List item goes here and here and here and here and here, List item goes here and here and here and here and here, List item goes here and here and here and here and here, List item goes here and here and here and here and here.
List item goes here and here and here and here and here

522 Cathy Kayess

Podcast

522 Cathy Kayess

Quiz

Details

Learning Outcomes

Nice Job!

Unfortunately