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Suggestion regarding FP

Discussion in 'Financial Planning' started by Rahul, 26th Jun, 2011.

  1. Rahul

    Rahul New Member

    Joined:
    26th Jun, 2011
    Posts:
    2
    Location:
    Sydney, NSW
    HI Friends,

    I recently finished my DFP from Kaplan and would like to run my own business.

    I was thinking of taking some dealership and then go for my own clients.

    I approached AMP, I think it more sort of call centre job type and not real approach.

    Having good experience in public practice, I'm thinking of approaching some independent provider like professional investment services

    Any suggest how to take a next step in my career and how to approach PIS, whether my completing DFS would be enough for dealership.

    I really appreciate any of your suggestions

    Thanks for your time friends

    Cheers
     
  2. builder2818

    builder2818 Well-Known Member

    Joined:
    31st Dec, 2008
    Posts:
    89
    Location:
    Sydney
    Do you work in the industry? What sort of experience do you have?
     
  3. Rahul

    Rahul New Member

    Joined:
    26th Jun, 2011
    Posts:
    2
    Location:
    Sydney, NSW
    Hi,

    Thanks for your reply.

    I've been working in accounting firm for the past 2 years and also I'm BAS agent providing bookkeeping and GST services to my company clients.

    I'm looking forward to tie up with accounting firms for client referral as well as I've a good client base to start with.

    Also I'm looking forward to start along with Mortgage broking.

    Please advice I'll very thanks full to you guys for giving me right direction and advice.

    Regards