Financial Planning Process

from Dollars and Making Sense · host Ray Trevisan

Welcome to our relaunched Dollars & Making Sense weekly radio show with regular contributors Phil Osborne and Phillipa Hunt. This week in addition to Ray's usual market wrap, we revisit an earlier show with Phil and our discussion about regulation and the financial planning process. This show seeks to explain why Financial Planners do what they do, and why the process is in place. A valuable insight if you're considering seeking financial advice from an authorised, registered FP.

Episode metadata supplied by the publisher feed · Published Aug 16, 2021

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Financial Planning Process

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