Engine Room Podcast 47 – David Gibson

Produced By: Ensombl

Earn 1.20 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics General 1.20 CPD Pts

Complete the quiz to earn 1.20 CPD Points

Quiz

Podcast

Engine Room Podcast 47 – David Gibson

Details

In this episode, Andrew talks with David Gibson, Senior Financial Adviser at Priority Advisory Group. They explore David’s career journey from banking to financial planning, the growth and evolution of his firm, its approach to business succession and ownership structure, and the challenges and opportunities currently facing the financial planning 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 0.2

Learning Outcomes

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

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Engine Room Podcast 47 – David Gibson

Podcast

Engine Room Podcast 47 – David Gibson

Quiz

Details

Learning Outcomes

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