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Advice 2030 3

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Advice 2030 3

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In this episode, Peita talks with Kerry Ong, General Manager – Customer at Iress. They discuss the importance of listening to advisor feedback, improving data management and integration, and leveraging technology to drive efficiency and scalability. Accreditation Points Allocation: Technical Competence 0.6 Client Care and Practice 0.2 Regulatory Compliance and Consumer Protection 0.1 Professionalism and Ethics 0.1

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