BONUS | How Tash got licensed to give general financial advice episode artwork

EPISODE · Oct 25, 2023 · 7 MIN

BONUS | How Tash got licensed to give general financial advice

from Get Rich Slow Club

A question Natasha Etschmann (Tash Invests) receives all the time is: “How did you get licensed to give general financial advice?” To answer this query for one and all, Tash and her co-host Ana Kresina (Head of Product & Community at Pearler) have dedicated a bonus episode to it!Join Tash and Ana as they discuss how (and why) Tash got licensed. They also explore various license types; the difference between general and specific advice; and what a licensed representative is actually allowed to say.@tashinvests@anakresina@getrichslowclub@pearlerhqGet Rich Slow ClubPearlerYouTubeDisclaimerAny advice is general and does not consider your financial situation needs, or objectives, so consider whether it’s appropriate for you. You should also consider seeking professional advice before making any financial decision. Natasha Etschmann is an Authorised Representative 1299881 of Guideway Financial Services Pty Ltd AFSL 420367. Read the FSG available from https://tashinvests.com/linksPearler is an Authorised Representative 1281540 of Sanlam Private Wealth Pty Ltd AFSL 337927. Read the FSG available from https://pearler.com/financial-services-guideIf you are considering any of the products we spoke about during the show, be sure to read the Product Disclosure Statement & Target Market Determination available from the product issuer’s website before deciding. Hosted on Acast. See acast.com/privacy for more information.

Episode metadata supplied by the publisher feed · Published Oct 25, 2023

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