CPD POINTS: 1

Know your options when it comes to financial products and solutions and how they can work for your individual clients’ needs. This interactive session is designed to equip brokers with key information on a range of products and services that cover both the home loan journey and complementary services. It will help you to quickly and efficiently identify where you need to spend your time. You will walk away with one easy-to-use forecast spreadsheet to reference with clients.

STUART DONALDSON
Founder, Banyan Co
MALCOLM WITHERS
Head of Commercial, Pepper Money
PETER BENSON
Director, Credit Connect Group
MARK ANDERSEN
National Broker Manager, Finstro

1 CPD: MOME:D1P1/202012:FBAA

The Adviser CPD points