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An introduction to who I am, my background, why I am doing this course, and what you will learn.
General introduction to financial services and what you should look for in an adviser (and are they even needed).
Do you really need a Financial Adviser to get ahead or is this a service sustained through marketing? This is the question I will answer with what I've learned behind the scenes as well as from my 20 years of experience in the field. In addition, I will provide some rules to live by that will simplify the whole idea of planning and investing.