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EXECUTIVE
SUMMARY

KEY SURVEY
OUTCOMES

ROLE
CATEGORIES

NEW
ENTRANTS

COMPLETE
ANALYSIS

FUTURE
TOOLS

ADDITIONAL
ANALYSIS

CUSTOM
ANALYSIS

Directors
General Manager/Practice Manager
Financial Planner

Paraplanner/Paraplanning Manager
Client Service Officer/Manager
Compliance Manager

Executive Summary
1.0 Background and introduction
2.0 Research Questions
3.0 Project methodology
4.0 Results 1: New entrants/early career financial planners

5.0 Results 2: Role types
6.0 Results 3: Additional analysis
7.0 Discussion
8.0 Conclusion
Appendix 1: Summary data by role type

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