Produced By: Ensombl
Matt is CEO and Co-Founder at Esencia Wealth. He and Andrew take a look at how he build Esencia through merging four firms, his focus on developing talent and client relationships, and his vision for the future of the Australian advice industry.
Accreditation Points Allocation:
Technical Competence 0.3
Client Care and Practice 0.3
Regulatory Compliance and Consumer Protection 0.2
Professionalism and Ethics 0.2
General 0.1
Total CPD Points: 1.10