Providing clients with advice on financial matters, making recommendations on ways to best utilise their money. The role involves researching the marketplace and advising clients on products and services available, ensuring they are aware of and understand those that best meet their needs, and then securing a sale.
As Independent Financial Advisor, we research and consider all retail investment products or providers available to meet the client's needs. We must provide clients with unbiased and unrestricted advice.
Also teaching financial planning classes for individual and family under IARFC (International Association of Registered Financial Consultants) Indonesia and Lembaga Sertifik...
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