SENIOR FINANCIAL PLANNER
SILWAY PTY LTD
Being empathetic, relatable, transparent and knowing when to 'keep it real' are attributes that separate a good financial adviser from a great one. Silway Private Wealth's Diana Saad gives a masterclass on how to bridge that gap. Karren Vergara writes.
High-net-worth advisers should be subject to the same educational qualifications and compliance obligations as those who provide retail advice.