Future Practice - Episode Five (AFSL in Practice)

Education Featured Financial Advice

In episode five of our podcast, our National Growth Manager, Ryan Goodfellow, interviews Tricia Peters, a Financial Planner and Superannuation Valuer at PetersMcKeown. Peters discusses why she chose to practice under her own AFSL, her firm's niche and some of the challenges of operating her own license.

If you're looking to apply for an AFSL, make sure to access our AFSL checklist by clicking on the button below. Our comprehensive checklist will help guide you through the AFSL application process and help you determine whether you have the right paperwork for your application. 
 
AFSL Checklist