Referral Options

The Merit Wealth Referral model gives your firm access to specialist financial planning and investment advice capability without the hang ups. Plus, it offers a relevant solution for those looking at their licensing options post the removal of the accountants exemption.

Watch this short (just over 4mins) introduction to the Merit Wealth Referral Model for Accountants by Greg Hayes, and if you want to know more, please contact us on 1300 785 611 or leave us your details and we'll be in touch asap.

Want to know more?