Mortgage broking and financial planning collide
David Dyer reckons the development of the mortgage broking industry is running parallel to that of the financial planning industry.
And he believes the two professions will increasingly cross paths over the next decade and may even develop a strong and lasting relationship as they both seek to bring personalised service to clients.
And he should know. Dyer witnessed the first blooms of the financial planning industry in the '70s and early 80s during his decade-long tenure with unit trust pioneer Australian Fixed Trusts. He witnessed the move of distribution from fund manager based sales teams to independent advisers
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