Services Provided By A Financial Planner Part 3

This week, Platinum adviser Liam Shorte outlines the final 3 roles he felt he played as a financial planner. Liam expands to show how he performs these roles and includes the actual services he provides to his clients. This week he concludes the series by identifying what he does in his roles as an “Investment Strategist”, an “Insurance Adviser” and a “Tax Consultant”.