Glenis is a Senior Fellow of FINSIA (Financial Services Institute of Australasia). She has worked tirelessly for over a decade to develop her innovative software, with her aim being to enable consumers everywhere to understand and improve their finances. Her software has been upgraded for use by Financial Advisers and organizations that want to provide Financial Literacy and digital financial planning tools for their clients or employees.
In response to the Quality of Advice Review, Glenis has designed a completely new product, Financial Advice Online to enable affordable advice for all by a person qualified to give financial advice. This software allows members of the Financial Services Industry to provide an Advice Document in a multi-media format and includes access to the adviser's financial plan, supplementary reports and a comprehensive Financial Literacy Program. Information is available at www.adviceonline.net.au.
Glenis does not use AI to write her blogs. It is all original content.
It is so easy to make excuses and not make decisions that may change your whole financial future.
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Good Financial Reads recommends this book for all those who have some of their wealth invested in the share market either with directly investing, managed funds or your superannuation.
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The dilemma for accountants is not knowing in advance their clients investment decisions. Find out how this dilemma can be solved.
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Have you prepaid the information your accountants requires at the end of the financial year.
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Younger clients are looking for financial adviser’s who can provide them with the level of advice they can afford,
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June is the month to review all your income and expenses to ensure nothing has been omitted.
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