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Financial Adviser » Overview

Financial Adviser

Financial advisers look at a client's personal or lifestyle situation and objectives, help identify their cash flow management and insurance needs, and give advice to help the client protect and build assets. Financial advisors are trained specialists in investments and financial planning. They offer advice on investments, savings, budgeting and dealing with debt.

Financial advisors must be able to predict and foresee future economic trends, deciding where would be best for their clients to invest, calculating liabilities and explaining to clients how stocks are best distributed. 

Medium_dsc_3130 Simon
Head of Finance Change and Stress Testing

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Medium_7096bb4138aa199f7dd64d31e971ee3e Nick Li
Manager - Corporate Finance

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Medium_cfman_edited-1 David
Corporate Finance

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