Nishtha (Nish) assists Anja in the day to day administration relating to onboarding and ceasing of Advisers, CPD, TPB registration and client transfers.
Comments are closed.
Please note the following additions/changes to the ARC. Please take time to view all changes at your earliest convenience and destroy previous versions of these documents.
Compliance Documents – Insurance Pre-Screening Questionnaire
Compliance Support – Life Insurance at a Glance
Contact Anita Jurgens 03 9209 9781 if you have any queries