Some exciting news!!
Prior to our next progress meeting, we would like to notify you of our current professional development program for Tingting Luo, who is training to become part of our advice delivery team.
Tingting is undertaking supervised work and training in a Professional Year Program in accordance with the Corporations Act 2001 subsection 921B(4). Training activities as part of this program include observing and conducting client meetings, researching and developing advice strategies as well as documenting and implementing advice recommendations.
Tingting will be training under the supervision of Heath Hebenton:
Senior Financial Adviser
Tel: 0426 770 140
Email: heath@finextrawealth.com.au
While Tingting is completing her professional year program, Heath will remain responsible for any personal advice provided by Tingting Luo in relation to any relevant financial product/s.
We are excited for Tingting in taking these important steps to further her career and we hope you will join us in wishing her the best in her studies.
If you have any questions about our professional year program, please do not hesitate to contact us.
Kind regards,
Heath and the team at Finextra Wealth


