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Tangelo Talks: Andy Reynolds on supporting advice clients who have had successful TPD claims.
Financial advisers should be really careful in giving advice to a client who is making a TPD claim as there is a lot of complexity and considerations in how the payment is made.
In the latest episode of “Tangelo Talks” Conrad Travers sits down with TPD and Injury claims specialist Andy Reynolds (also a practicing financial adviser) to talk through some of the myriad traps advisers and lawyers who don’t understand this area thoroughly can fall into, for example, Centrelink and tax implications.
Tangelo Talks: What is the Pro Bono Advice Network
We all know that the power of good financial advice.
Tangelo's Conrad Travers spoke with Nicola Beswick of FMD Financial about the Pro-Bono Advice Network which is doing incredible things for Australians in their time of need.
To learn more and get involved visit www.probonoadvice.com