The Bottom Line
The Bottom Line
Alexander Spencer
Financial advisory 101
32 minutes Posted Oct 28, 2024 at 1:01 pm.
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32:48
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Show notes

David Posterino is the Managing Director at AS Wealth Advisors. AS Wealth Advisors provides personalised strategic financial guidance and wealth management advice.

In this episode, David shares his journey from accounting to financial advising. He explains the benefits of having strong insurance policies and the essential nature of understanding client goals to help them reach their financial targets.

 

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