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
SIMON ARRAJ
Director, Vado Private
TORRI MARTIN
National Partnerships Leader and Broker Leader NSW, Latitude Financial Services
MICK CONYNGHAM
Head of Distribution, Mortgage Ezy

1 CPD: MOME:D2P2APr/202012:FBAA

The Adviser CPD points