Adviser profile

Internal review of a TEST demonstration record inside the FINDA profile design.

TEMPORARY DEVELOPMENT REVIEW ACCESS · TEST RECORD
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Field markers:IN CC — already in ClientConnection· NEW FOR CC — needs adding· FINDA ONLY — marketplace only· DERIVED — from the register or the advice provider
SD

Sam Demo (multi-field)

NEW FOR CC
Enhanced profile

Also known as Samuel Demo, Sam D NEW FOR CC

Financial adviser IN CC

Trading with Demo Advice Group IN CC

TEST-DEMO-004 IN CC Hamilton (demonstration) IN CC
Mortgage advice
Also advises on: Life insurance
Also advises on: KiwiSaver
NEW FOR CC

Mortgages, personal insurance and KiwiSaver. NEW FOR CC

Demonstration adviser working across several advice fields. IN CC

Mortgage helpIN CC

Not supplied

Clients I work withIN CC

Not supplied

QualificationsIN CC

Not supplied

Personal lender accessIN CC

Not supplied

Adviser-supplied access; provider-level services are kept separate.

LanguagesIN CC

Not supplied

How meetings happenIN CC

In personVideo or telephone

Service areasIN CC

Available nationwide

Working days and contact hoursIN CC

Not supplied

Not supplied

Client reviewsFINDA ONLY

Demo reviews unavailable

No review records are stored for this demonstration adviser.