Author & Mentor

See Mission, Discount Policy & CPD Statement below

PASS THE ADVISER EXAM

NOW AVAILABLE

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COMPREHENSIVE TUTORIAL PROGRAM

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Available for the June 2024 exam

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Normally $660

Now discounted to $550

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If you are taking advantage of the

experience pathway and coming back

into the financial advice industry,

this program will  help you get back

on top of legislation requirements

and contains all you need to pass

the adviser exam.

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More Information at

ADVISER EXAM PROGRAM

THE ART OF ADVICE

The Art of Advice ($660)

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AVAILABLE NOW!

This 13-module program is for advisers

who want more than a product-based

business with a few quasi strategic add-ons.

The program walks you through the

structured  process of building a profitable

advice business by showing you how find

your niche and satisfy the needs of your

target group. I show you how to create

client value, develop an advice model,

target ideal clients, build a brand, cost &

price your advice.

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More Information at

THE ART OF ADVICE

NEW PUBLICATIONS COMING SOON

MY MISSION

My mission is to assist financial advisers to grow profitable businesses built on ethical practice and targeted client value. Included in this mission is to help both existing and PY advisers pass the adviser exam.

It doesn’t matter what your field of advice is; where you are from; or what your history is.  You are welcome.  You are also welcome to contact me on 0408 756 531 or email me at gary@garyweigh.com to discuss the suitability of my programs and coaching to your needs.

DISCOUNT POLICY

The aim of my programs is to help you go forward in a turbulent financial services environment.  That is, to pass the exam, and grow a profitable client-centric business.  That objective is achieved in all cases where the client adviser takes responsibility and is accountable.

So rather than discount the price of my programs, which are already very reasonably priced, I strive to increase their value by responding to adviser feedback and to ever-changing legislation, industry structure and consumer needs.

CPD STATEMENT

Gary Weigh & Associates is a business consultancy, not an educational service.  There are no CPD points available.  My tutorial program and mentoring programs are not designed as CPD content and therefore not suitable for CPD assessment.  Furthermore, my strong preference and recommendation is that it not be assessed by Licensees for CPD purposes, beyond the maximum of 4 hours Professional / Technical reading allowed under the current CPD rules.

PRIVACY POLICY

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