Login
Login
Factors to consider before making a pension reversionary
There is a “real worry” as to where the new Division 296 could lead if Treasury decides to shift the language from “member of a super fund” to “taxpayer”, a specialist ...
The latest data from AFCA revealed that SMSF complaints significantly increased by 95 per cent and “failure to act in ...
The ATO has released its new vulnerability framework and urges SMSF trustees or advisers to become familiar with support ...
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice regarding clients establishing SMSFs
Get the latest news and opinions delivered to your inbox each morning
Subscribe
Principal of Condell Financial, Andrew Condell, tells Katarina Taurian how a focus on people and community is crucial to his new practice’s growth
“We are different,” says Andrew Condell.
“We’ve got a sign out the front on our window inviting people to click onto our website. It says, ‘Find out why we’re different’. We’re not a bank and we offer a personal service, we’re 100 per cent owned privately.”
Condell Financial prides itself on taking a personal approach to financial advice, marketing itself as a firm that is interested in its clients’ stories and personal financial goals.
“We take a different approach to people who are going to see a salaried bank planner, or people who are much more tied into distributors,” Andrew says.
“People come in here with their life savings and their stories and you develop really close relationships with them. Building that trust is probably the most enjoyable part.”
To read the entire article, please click here.
Get the latest news and opinions delivered to your inbox each morning
Subscribe