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How to get clients to follow your advice

by Vien, Courtney; Somers, Moira.

Series: Journal of Accountancy.Year: 20 February 2019.Online Access: Click here to listen Availability: Copies available for reference: New Zealand (1 ).
Money spinners : how Australians were fed lies, sold spin and charged money for nothing by banks and financial advisers

by Nielsen, Annelise.

Year: 2019.Availability: Copies available for reference: Australia [620 NIE 2019] (1 ). Issued (1).
Advice that sticks : how to give financial advice that people will follow

by Somers, Moira.

Year: 2018.Availability: Copies available for reference: Australia [215 SOM 2018] (1 ), New Zealand [215 ADV] (1 ).
Industry insight : accounting services (New Zealand)

by Clark, Paul.

Year: September 2018.Online Access: Click here to browse Availability: Copies available for reference: New Zealand (1 ).
The enduring advisory firm : how to serve your clients more effectively and operate more efficiently

by Tibergien, Mark C; Dellarocca, Kim G.

Year: 2017.Online Access: Download as an eBook Availability: Copies available for reference: Australia [215 TIB 2017] (1 ), International [ProQuest eBook] (1 ), New Zealand [215 END] (1 ).
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Robots and your money

by Lacota, Carlo; Kapoor, Dushyant.

Series: Acuity.Pages: 3 pagesEdition: 4 (2), April/May 2017, 3 pages. Online Access: Download from Online Journals Availability: Copies available for loan: New Zealand (1).
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New financial advice regime puts customer's interests first

by Sellers, Rebecca.

Series: LawTalk.Pages: 2 pagesEdition: no. 906, May 2017, 2 pages. Availability: Copies available for loan: New Zealand (1).
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Down to the last minute

by Cowling, Kate.

Series: Professional Planner.Pages: 2 pagesEdition: no. 97, May 2017, 2 pages. Availability: Copies available for loan: New Zealand (1).
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The high road to relevance

by Brown, Robert M.C.

Series: Professional Planner.Pages: 2 pagesEdition: no. 97, May 2017, 2 pages. Availability: Copies available for loan: New Zealand (1).
Fintech innovation : from robo-advisors to goal based investing and gamification

by Sironi, Paolo.

Year: 2016.Online Access: Download as an eBook Availability: Copies available for reference: Australia [615.25 SIR 2016] (1 ), International [ProQuest eBook] (1 ), New Zealand [615.25 FIN] (1 ).
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It takes a team

by MacLennan, Luke; Hardie, Gord.

Series: CA Magazine (Canada).Edition: 146 (5), June/July 2013,Online Access: Download from Online Journals Availability: Copies available for loan: New Zealand (1).
Trust and financial advice : are you exposed? : course slides

by McFetridge, John; Hing, Aaron; Butterfield, Matt.

Series: Professional Development course paper (NZICA).Year: 2013.Edition: February/MarchAvailability: Copies available for reference: New Zealand [S.1151] (2 ).
Ineffective habits of financial advisors (and the disciplines to break them) : a framework for avoiding the mistakes everyone else makes

by Moore, Steve; Brooks, Gary.

Year: 2011Online Access: Download as an eBook Availability: Copies available for reference: International [ProQuest eBook] (1 ), New Zealand [618 INE] (1 ).
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Ask Uncle Tom

by Davies, Tom.

Series: Chartered Accountants Journal of New Zealand.Edition: 90 (3), April 2011Online Access: Download from Online Journals Availability: Copies available for loan: New Zealand (1).
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Financial Advisers Act in force

by Anderson, Alan.

Series: Chartered Accountants Journal of New Zealand.Edition: 90 (3), April 2011Online Access: Download from Online Journals Availability: Copies available for loan: New Zealand (1).
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Lessons from the law reform process

by O'Rourke, Aidan.

Series: New Zealand Law Journal.Edition: November 2011Availability: Copies available for loan: New Zealand (1).
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Advice for financial advisers

Series: Chartered Accountants Journal of New Zealand.Edition: 89 (3), April 2010,Online Access: Download from Online Journals Availability: Copies available for loan: New Zealand (1).
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Guide to the (new) financial advisers legislation

by Kennerley, Jeremy.

Series: Chartered Accountants Journal of New Zealand.Edition: 89 (7), August 2010,Online Access: Download from Online Journals Availability: Copies available for loan: New Zealand (1).
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Assistance with the (new) financial advisers legislation

Series: Chartered Accountants Journal of New Zealand.Edition: 89 (9), October 2010,Online Access: Download from Online Journals Availability: Copies available for loan: New Zealand (1).
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Disputes advice

by Kennerley, Jeremy F.

Series: Chartered Accountants Journal of New Zealand.Edition: 89 (10), November 2010,Online Access: Download from Online Journals Availability: Copies available for loan: New Zealand (1).

© 2017 Chartered Accountants Australia and New Zealand ABN 50 084 642 571 (CA ANZ).
Formed in Australia. Members of CA ANZ are not liable for the debts and liabilities of CA ANZ

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