How to Grow your Strategic SMSF Advice Practice

andrea-slatteryOn Wednesday 7th March, PPM is hosting in Melbourne a luncheon to support financial planners and advisers in servicing the needs of their SMSF trustee clientele. We are delighted to ANNOUNCE that Andrea Slattery (ex Ceo and founder of the Self Managed Super Fund Association) will be speaking, sharing her insight on the technical and strategic considerations for financial advisers and planners on how to growth their strategic SMSF advice practices. …

“This informal luncheon will be a great opportunity to hear Andrea share her knowledge and experience of issues you should be considering if you want to grow your business in SMSF and strategic advice”.

To join the luncheon or to find out more, please contact Sally Humphris at sh@ppmfunds.com