Listen "CEO Update #41, 16 July 2021"
Episode Synopsis
Fair, current, complete and free of conflict
We are our clients only financial adviser
Asset based fees - ASIC, treasury and FASEA
Netwealth - core options, app, Zeppo, Managed accounts and ESG
Audits, advisers are to prep the file, Noems will allocate a time
FDS and agreements
welcome TAL
Monthly pay
PD Day and Survey
AE Update
We are our clients only financial adviser
Asset based fees - ASIC, treasury and FASEA
Netwealth - core options, app, Zeppo, Managed accounts and ESG
Audits, advisers are to prep the file, Noems will allocate a time
FDS and agreements
welcome TAL
Monthly pay
PD Day and Survey
AE Update
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ZARZA We are Zarza, the prestigious firm behind major projects in information technology.