Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26052600-27350001
0.50 Client Care & Practice
0.25 Technical Competence
0.25 Regulatory Compliance and Consumer Protection
In episode two, Peita speaks with Inbam Devadason, Actuary, Founder and Director of Precision Financial. He shares practical strategies for building intergenerational wealth - covering family dynamics, home visits, free investment education for kids, aged care and estate planning support, and transitioning advice relationships across multiple generations within a family.
To find out how Generation Life’s investment bonds can help you transfer your clients’ wealth with clarity, control and confidence please visit: https://ensombl.com/go/20260527-2/
General Disclaimer – https://www.ensombl.com/disclaimer/
Podden och tillhörande omslagsbild på den här sidan tillhör
Ensombl. Innehållet i podden är skapat av Ensombl och inte av,
eller tillsammans med, Poddtoppen.