• 10 questions to ask a financial planner

  • 2024/10/29
  • 再生時間： 25 分
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10 questions to ask a financial planner

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  • Meeting with a financial planner for the first time? Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they list the ten questions you need to ask to make sure you've found the right person.

    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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あらすじ・解説

Meeting with a financial planner for the first time? Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they list the ten questions you need to ask to make sure you've found the right person.

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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