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Kathy Banh
Kathy Banh was given her opportunity to begin a career in financial planning 3 years ago by National Australia Bank. Kathy now works with her team in the branch environment.
Kathy is not only a financial planner to her clients but she also plays a key role in developing the staff within her branch. At times, she needs to be a coach, a facilitator and a trainer.
Working with the various types of clients of the bank, Kathy is able to explore many different approaches to addressing her client’s needs to ensure they achieve their financial objectives.
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So where to from here?
Hey guys,
Coming up to the end of the year we start to ask ourselves, 'where to from here' and this can be interpreted in many ways but what I'd like to discuss is of course career progression. I do really enjoy being a planner so it could be a simple matter...
Real client scenario
Hi peeps,
sorry i haven't blogged in awhile as things have been pretty full on with me. Last weekend was my birthday so there were a few celebrations which completely threw out my routine. Anyhow, i'm back now and another year older :(
I thought i might...
Financial Planning: rewarding in so many ways
Heya!
I received some news this week that i would love to share with you... NAB is treating some of us planners to Hamilton Island!
'Leading Lights' is the annual reward and recognition incentive and it's their way of congratulating us for a year well done....
Insider information about financial planning
So I'm going to let you in on a little 'secret' about the financial planning industry- well it's not necessarily a secret per say, it's more so aspects of the business that you really wouldn't be aware of unless you're actually practicing.
When I first...
it's friday! so how was my week?
Hi guys,
looking forward to the weekend? i know i am...!
I had a little bit of everything this week which has kept me on my toes ranging from usual work- my long awaited day off - conferences and catching up with Kane. Now that it's Friday it kind of...
