I'm in superannuation and I'm toughBY ALEX DUNNIN | WEDNESDAY, 18 APR 2012 5:00PM Customer segmenting in Australian financial services organisations may not be as developed as we thought. I visited my bank branch last week to discuss extending my mortgage to ... Upgrade your subscription to access this article
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DANIEL SHRIMSKI
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MANAGING DIRECTOR
VANGUARD INVESTMENTS AUSTRALIA LTD
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Good article and you've touched on the importance of education. Only through proper financial education can the average consumer make informed decisions. What about media reporting? http://www.robbourne.com.au/is...
Too true Alex, getting into the mind of the clients is the hardest job of all. Although in my case 90% of people whom I ask why they set up an SMSF, the reply usually caome back as "well thats what my accountant recommended..........." As you can guess in most cases they are certainly not suited to being trustees.