Engine Room Podcast 54 – Angus Stevenson

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Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics 1.10 CPD Pts

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Podcast

Engine Room Podcast 54 – Angus Stevenson

Details

Angus is the Director at Terrabella Wealth. He and Andrew discuss his background in agriculture, his transition into financial advice, his unique approach to working with farming families, his emphasis on ethics and collaboration, and the challenges of scaling his business while maintaining his client-centric philosophy. Accreditation Points Allocation: 0.40 Technical Competence 0.30 Client Care and Practice 0.20 Regulatory Compliance and Consumer Protection 0.20 Professionalism and Ethics Total CPD Points: 1.10

Learning Outcomes

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

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Engine Room Podcast 54 – Angus Stevenson

Podcast

Engine Room Podcast 54 – Angus Stevenson

Quiz

Details

Learning Outcomes

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