Ebb + Flow
Financial Services - Mackay, Queensland, Australia
Ebb + Flow Employees
Ebb + Flow Details
Ebb + Flow, outsourced Associate Adviser + Paraplanning service.We can undertake a myriad of tasks including attending client meetings via Zoom, taking file notes, analysing client needs, objectives, and goals, formulating strategy, undertaking research, analysis, data entry, review preparation, and writing fully compliant Statements of Advice.Ebb + Flow are about helping Advisers get the most from their day and building relationships with their clients - and enjoying the journey along the way.
Website:
http://www.mx2.com.au
Employees:
9
HQ:
Location:
Mackay, Queensland, Australia
Revenue:
Ebb + Flow Technologies
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