Reimagining Retirement: Advice, Conversations, Outcomes #3
Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26033103-18270001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this instalment, Tanya speaks with Harry Flaskas, Practice Principal at Atlas Wealth Advisory, and Ashton Jones, Director of Customer Innovation at MLC. They discuss how advisers can use retirement income philosophies, income layering, and innovative retirement income solutions (IRIS) alongside traditional products to manage longevity and sequencing risks, optimise Centrelink outcomes, and give clients greater confidence to spend sustainably in …
Este episodio no ha sido transcrito todavía.
Utilice STT.ai para transcribir este episodio con IA. Obtenga texto preciso con detección de altavoces, marcas de tiempo y exporte en varios formatos.