LEAP | Pensions, Investments & Budget 2018 Update Seminar | October 2017

October 12, 2017

What is a Platform & What Can You Access

David Worrell, Senior Relationship Manager, Conexim – David will give an overview of how our platform works & operates, what investment solutions are available, and how our 'advisor led' offering is vastly different from the “one sized fits all” and “direct access” models that is the reality with some platforms.

Featuring

David Worrell

Senior Relationship Manager Conexim

David is a CFP® Professional, a QFA and also holds an MSc in Financial Services from UCD. Prior to beginning his career in Financial Services David played soccer professionally in the UK for 15 years, and whilst still playing studied part- time to complete his ...

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