Produced By: Ensombl
In this final episode, Peita speaks with Leong Tang, Partner and Financial Adviser at Callaghans Accountants. They explore the practical benefits and challenges of developing and implementing a well-structured investment philosophy for your practice, including its impact on advisers, support staff, client relationships, and external stakeholders.
Accreditation Points Allocation:
Technical Competence 0.3
Client Care and Practice 0.2
Professionalism and Ethics 0.1
General 0.1