新足迹

 找回密码
 注册

精华好帖回顾

· 妈妈咪呀 (2008-7-10) 落梅摇香 · 海运追记(AMYLG)[补充了] (2005-1-6) amy
· 忽尔十年 (2008-2-25) astina · 2025 重游塔斯马尼亚(轻徒步游) (2025-4-29) jinluo
Advertisement
Advertisement
查看: 1128|回复: 2

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

发表于 2010-10-8 22:23 |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?
Advertisement
Advertisement

发表于 2010-10-9 21:21 |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
ddddddddd

发表于 2010-10-9 22:38 |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

发表回复

您需要登录后才可以回帖 登录 | 注册

本版积分规则

Advertisement
Advertisement
返回顶部