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Adviser Success Podcast Series

Learn how the Poole Group has found a great formula that successfully combines accounting and financial planning advice services.  Hayden White reveals how an involvement in the claims process can make all the difference for accountants in their engagement with financial advisers.

 

Hayden White

Hayden has worked in the financial services for last 15 years and provides specific direct equity investment advice both for clients that require portfolios inside and outside superannuation.