March 31 Update – Trevor Thompson

You might have read a post about the “agreed value” Income protection that turned out not to be agreed value. In fact it has no value. Well before I told the client to cancel it I suggested they complain to the “big bank” adviser that sold it to them. Give them a chance to fix it.

I don’t know whether you are all financial experts but my clients rely on me to point out key details and steer them correctly. That’s why I am called an “adviser”

The “big bank” adviser’s response “you should have read the product disclosure statement more closely”

Awesome. Not!

By Trevor Thompson. 
CFP DipFP

SENIOR PARTNER

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