Wednesday, June 3, 2020

Tag: Financial Wisdom

Case Study – Young Life Cut Short

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In this claims case study, financial adviser, Ted Zappara, shares the heartbreaking story of how he lost his daughter at the age of just...

Case Study – Adviser Comes to Rescue of Breast Cancer Sufferer

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This case study details the pro bono work of Western Australian adviser, Rebecca Newton, who won the pro bono category Award in Financial Wisdom’s...