• The six most common questions clients ask a financial adviser

  • Jan 21 2025
  • Duración: 23 m
  • Podcast

The six most common questions clients ask a financial adviser

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  • Resumen

  • Canna Campbell spent many years helping clients as a financial planner. In this episode, she shares with Michael the six most common questions worried clients asked in their first meeting.

    The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.

    Canna Campbell is a Corporate Authorised Representative and Corporate Credit Representative of Wealthstream Financial Group Pty Ltd ABN 35 152 803 113 Australian Financial Services Licensee AFSL 412079.

    See omnystudio.com/listener for privacy information.
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