Anthony Dunn
Director
Anthony Dunn is the Managing Director of Financial Force and has over 34 years experience in the Financial Advisory and over 5 years within Accounting.
Administration and Para-planning services with our pre-vetted, quality, on a per plan basis or hourly rate.
Our staff support and collaborate with you to help you meet the new standard In compliance so that you can work on growing your business.
Ongoing support to our advisors to enhance efficiencies and maintain compliance standards.
Our flexibility allows you to choose your own CRM software whether it is Xplan, Midwinter or another CRM. This allows you to have your own standard SOA template customnised for your presentation. We provide Xplan templates and wizards and can customnise to your needs.
We have a diverse Approved Product List which is managed by our Committee that includes product platforms, insurance providers and investments (shares and managed funds). For more information, contact us.
We provide your invoicing needs and fortnightly processing of your remuneration.
Anthony Dunn is the Managing Director of Financial Force and has over 34 years experience in the Financial Advisory and over 5 years within Accounting.