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[学习培训] 请教有关financial planner的问题 [复制链接]

发表于 2010-10-8 23:23 |显示全部楼层
此文章由 hhhttt 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 hhhttt 所有!转贴必须注明作者、出处和本声明,并保持内容完整
"You have recently commenced your career in financial planning, working towards the goal of owning your own business, and have accepted a role as paraplanner in a small financial planning practice assisting the owner and senior financial planner, Tracy Burton. The practice operates under the name Burton Financial Planning Pty Ltd and Tracy is an authorised representative of Wyze Financial Services......"
请高手们帮我看看这段内容里 哪个是licensee, Wyze Financial service和adviser是什么关系?
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发表于 2010-10-9 22:21 |显示全部楼层
此文章由 hhhttt 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 hhhttt 所有!转贴必须注明作者、出处和本声明,并保持内容完整
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发表于 2010-10-9 23:38 |显示全部楼层
此文章由 Brother 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 Brother 所有!转贴必须注明作者、出处和本声明,并保持内容完整

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