Author Archives: Sarah Whitelaw
Money, Well-being and the role of Financial Advice
Money, Well-being & Financial Advice May 2016 TAL & Beddoes Institute TAL, May 2016
Financial Advice Competency Framework
Financial Advice Competency Framework Oct 2017 Asteron Life & Beddoes Industry consensus, October 2017
The Trusted Adviser
13041 AFA – The Trusted Adviser (White Paper) v1a Zurich, May 2013
The Power 7 with Amanda….
Amanda Cassar, Director & Adviser Wealth Planning Partners, shares her inspirational achievements for charity, advice to her younger self and an incredible high-five moment! 1. Why financial advice? When I left school, I was offered the role of secretary to an MLC life agent… and pretty much, the rest is history. I ended up buying […]
