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Platforms in your Investment Process
The results of the survey will be shared during Money Management's "Future of Wealth Management" conference held on the 22 - 24 August.
More information available www.moneymanagement.com.au/FOWM
Personal details
*
1.
Please enter your personal details (please note that this survey is completely confidential and your individual vote will not be disclosed. Your contact details are required for transparency purposes)
(Required.)
First Name
Last Name
Company
State/Province
Email Address
*
2.
What is your job function
(Required.)
Legal / Compliance
Financial Adviser
Product Development
Marketing & Communications
C-level / MD
Sales / Account Management
Finance
Education
Accounting
Funds Management
Researcher / Analyst
Media
Operations
Asset Management
Banking
Other (please specify)
*
3.
If you are a financial planner are you:
(Required.)
Non-aligned
Aligned financial
N/A
*
4.
What type of company do you work for?
(Required.)
Accounting
Administrator
Banking
Education
Financial Advisory
Funds/Asset Management
Insurer
Law/Legal
Media
Mortgage Brokerage
PR, Marketing & Communications
Professional Body/Association
Superannuation
Technology Vendor
5.
What are your professional/educational qualifications?
RG 146
Diploma for Financial Planning
Master's Degree
Advanced DFP
Bachelor of Finance/ Accounting
CPD points
Other (please specify)