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This Week: GDM | Friday 28 June 2013
Posted by G. Dean McKinnon
on 28 June 2013
It is difficult to convey the actual value of dealing with a Financial Planner or Adviser. I consider myself a Comprehensive Financial Planner, which means that I act as an advocate for my clients in all of their financial dealings. Even that explanation may be difficult for a new client to understand what value I can be to them, so I decided to complete a weekly BLOG of some of the tasks I undertake for my clients on a weekly basis.
If you are considering using me as your Financial Plann...
| Posted in:EconomicMortgages and FinanceInvestmentInsurance | 0 Comments |
This Week: GDM | Friday 7 June 2013
Posted by G. Dean McKinnon
on 7 June 2013
It is difficult to convey the actual value of dealing with a Financial Planner or Adviser. I consider myself a Comprehensive Financial Planner, which means that I act as an advocate for my clients in all of their financial dealings. Even that explanation may be difficult for a new client to understand what value I can be to them, so I decided to complete a weekly BLOG of some of the tasks I undertake for my clients on a weekly basis.
If you are considering using me as your Financial Pl...
| Posted in:Why Dean is a LegendTaxSuperannuationRetirementSocial Security | 0 Comments |
This Week: GDM | Friday 31 May 2013
Posted by G. Dean McKinnon
on 31 May 2013
It is difficult to convey the actual value of dealing with a Financial Planner or Adviser. I consider myself a Comprehensive Financial Planner, which means that I act as an advocate for my clients in all of their financial dealings. Even that explanation may be difficult for a new client to understand what value I can be to them, so I decided to complete a weekly BLOG of some of the tasks I undertake for my clients on a weekly basis.
If you are considering using me as your Financial Pl...
| Posted in:Why Dean is a LegendTaxSuperannuationMortgages and FinanceFinancial Planning | 0 Comments |
The Terms 'Financial Planner | Financial Adviser' Enshrined in Law
Posted by G. Dean McKinnon
on 29 May 2013
The terms 'Financial Planner' and 'Financial Adviser' are about to be enshrined in law.
Effectively, this means that it will be a legal offence to call yourself a Financial Planner or Financial Adviser, unless you are licenced, and therefore suitably qualified.
This is important for clients when seeking professional advice about their financial requirements, because they will now have the confidence of knowing they are actually dealing with a qualified and licenced ...
| Posted in:Financial Planning | 0 Comments |
Share Market 18.81% 1 Year Return
Posted by G. Dean McKinnon
on 15 February 2013
The Aussie Share Market is well and truly gaining momentum, which has been building throughout 2012.
The ASX All Ordinaries Accumulation Index posted a one year return of 18.81%, as at December 2012, which doesn't include January's stellar performance. It's about time!
| Posted in:Investment | 0 Comments |
