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AUSTRALIAN FINANCIAL PLANNING PTY LTD

Course: TPE
Name: Samantha Daeng

The interaction with course attendees. Everyone had a unique work situation yet was able to identify with each others predicaments. Loved it. My measurable results include better time management, clear goal setting and focussing on tasks to achieve results. I achieved my HPA of spending 80% of my day on financial planning duties I have not achieved my HPA of one Statement of advice per fortnight however the pipeline going forward indicates that this an achievable goal in the near future. Networking will also require additional time, however by maintaining focus will lead to positive results.