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At August’s Charter/AXA State Value of Advice awards PlanBiz Financial Services was again named a finalist. Sharing the company of two other financial planning practices within the whole of Queensland and northern New South Wales, we were proud to be nominated for the second time in two years.
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Branching from the well known Financial Review, Asset Magazine is one of Australia’s leading publications for financial planners and investment professionals. This puts Asset in a great position to recognise the leaders in the financial planning industry. The Asset Innovation Awards are a great opportunity to showcase the financial planning industry’s entrepreneurial and modern spirit. Our focus o…
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