Madison Transition Update – 1 July
Commercial in confidence
Happy New Financial Year to you all. What better way to start the new financial year then by welcoming a new Adviser to our community. Brian Wippell has joined the Achieveit Financial Planning team in Toowoomba. Welcome Brian!
As we are now firmly in the transition period to Clime, the Transition Plan has been updated to include the timeline of actions between now and 13 July. Please reach out if you have any questions regarding the timeline, or any of the documents.
Thank you to everyone who joined Jaime and the team for today’s webinar. You can register for the weekly Wednesday update at 11am via the below link.
If you have any questions or are having trouble accessing the Adviser Portal, have not received your Canva invite or Practice FSG as yet, please email adviserservices@madisonfg.com.au
Sincerely,
Annick Donat
Madison Transition Update – 1 July
Commercial in confidence
Happy New Financial Year to you all. What better way to start the new financial year then by welcoming a new Adviser to our community. Brian Wippell has joined the Achieveit Financial Planning team in Toowoomba. Welcome Brian!
As we are now firmly in the transition period to Clime, the Transition Plan has been updated to include the timeline of actions between now and 13 July. Please reach out if you have any questions regarding the timeline, or any of the documents.
Thank you to everyone who joined Jaime and the team for today’s webinar. You can register for the weekly Wednesday update at 11am via the below link.
If you have any questions or are having trouble accessing the Adviser Portal, have not received your Canva invite or Practice FSG as yet, please email adviserservices@madisonfg.com.au
Sincerely,
Annick Donat