Revealed: What Australians really feel about financial advice

ifa and Momentum Intelligence have conducted the first ever Client Experience Survey, uncovering key insights into the attitudes clients have with both the financial advice industry and with their adviser.

by | Sep 11, 2019

IPA to address competitiveness of small business at upcoming conference

The 2019 Client Experience Survey was conducted throughout May and June 2019. In total, over 1,600 responses were received throughout the collection period with a data validation process resulting in usable samples of 1,008 advice clients and 311 non-advice clients.

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