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Showing 1 - 2 of 2 results for "Lili Hong"

Interest rates drive adviser conversations in 2024

KARREN VERGARA  |  THURSDAY, 25 JAN 2024
... clients' options," Devlin said. Retirees require a different conversation Future Gen Solutions financial adviser Lili Hong said for older clients, who are typically mortgage free, conversations revolve around prudent allocation using a bucketing ...

Winners are grinners: FPA awards

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
... Fiduciary Accreditation (currently held by just seven Australian firms)," it said. Future Gen Solutions financial planner Lili Hong was named the winner of the FPA Financial Planner of the Year Award, while the FPA University Student of the Year Award ...
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