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Showing 1 - 2 of 2 results for "PlanningSolo"

The sensitive conversations advisers shy away from

KARREN VERGARA  |  TUESDAY, 3 DEC 2024
... said they are "somewhat comfortable", while over 50% are "neutral". Jordan Vaka, an independent financial adviser at PlanningSolo, said advisers should firstly make sure they are comfortable recognising signs if there is an imbalance as this can be tricky. ...

FAAA names inaugural awards finalists

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
The Financial Advice Association Australia (FAAA) has announced the 2023 finalists for its suite of awards, to be presented at its annual Professionals Congress in November. The newly merged entity has launched its inaugural awards, spanning six categories. ...
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