Financial advisory 101
Oct 28, 2024•33 min•Ep. 90
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Episode description
David Posterino is the Managing Director at AS Wealth Advisors. AS Wealth Advisors provides personalised strategic financial guidance and wealth management advice.
In this episode, David shares his journey from accounting to financial advising. He explains the benefits of having strong insurance policies and the essential nature of understanding client goals to help them reach their financial targets.
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This show is produced in collaboration with Wavelength Creative. Visit wavelengthcreative.com for more information.
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