Posted 4d ago
Financial Planner, Penrith
KEY POINTS WE FOUND
- Provide financial advice to clients
- Develop and maintain client relationships
- Ensure compliance with regulatory requirements
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Skills
0 of 9 matchedClient managementEthical judgementFinancial adviceFinancial software (e.g., xplan, myob, quickbooks)Investment adviceRegulatory complianceRetirement planningStrategic planningSuperannuation
Aware Super
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