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  • Julie Lord CFPTM, former IFP President

    Julie Lord: Some advisers long way off understanding cashflow

  • Gretchen Betts CFPTM Chartered MCSI and Julie Lord CFPTM Chartered FCSI

    Julie Lord: Planners should consider this after Rory Percival warning

  • Julie Lord CFPTM Chartered FCSI, right, with business partner, Gretchen Betts CFPTM Chartered MCSI

    Julie Lord: Planners should set the example to clients

  • Julie Lord CFPTM Chartered FCSI, right, with business partner at Magenta Financial Planning, Gretchen Betts CFPTM Chartered MCSI

    Julie Lord: Certified Financial Planner is ‘Chartered PLUS’

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