Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25112323-52160001
0.25 Client Care & Practice
0.50 Technical Competence
In this episode, Rocksy speaks with Prashant Nagarajan, Co-founder, Financial Adviser and Mortgage Adviser at Finnacle. They discuss his professional journey, the growth and structure of his financial planning and mortgage broking business, remote team management, tech and client strategies, and his vision for the future of advice.
Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/
Finnacle Website: https://www.finnacle.com.au/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20251125
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