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#275 Kate Zerbst
Manage episode 312198953 series 1398082
Kate is the Managing Director at FP Assistant, which offers back office support for Financial Planners. She joins Fraser to chat about FP Assistant's Professional Year Structured Training Program: "The Financial Planning Academy".
Kate Zerbst LinkedIn: https://www.linkedin.com/in/kate-zerbst-54234230/ FP Assistant Website: https://fpassist.com.au/ The Financial Planning Professional Year Hub: https://www.linkedin.com/groups/14028547/
This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/l/37502/2021-12-02/xc17s6
Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
842 tập
Manage episode 312198953 series 1398082
Kate is the Managing Director at FP Assistant, which offers back office support for Financial Planners. She joins Fraser to chat about FP Assistant's Professional Year Structured Training Program: "The Financial Planning Academy".
Kate Zerbst LinkedIn: https://www.linkedin.com/in/kate-zerbst-54234230/ FP Assistant Website: https://fpassist.com.au/ The Financial Planning Professional Year Hub: https://www.linkedin.com/groups/14028547/
This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/l/37502/2021-12-02/xc17s6
Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
842 tập
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