Retainer clients: 43 (16 super, 27 non-super) plus eight technology subscribers. Funds under advice: $660B (as at 31 December 2023)….
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Retainer clients: 43 (16 super, 27 non-super) plus eight technology subscribers. Funds under advice: $660B (as at 31 December 2023)….
Retainer clients: 42 (15 super, 27 non-super) plus eight technology subscribers. Funds under advice: $700B (as at 31 March 2024)….
Retainer clients: 41 (16 super, 25 non-super) plus seven technology subscribers. Funds under advice: $630B (as at 30 June 2023)….
We have made two appointments to our Technology Team with a business analyst and relationship manager joining us in November…