Research & Education

AJ Financial PlanningResearch & Education

To be the best in the game, we constantly need to seek the latest information.

AJ Financial Planning’s team of advisers also travel the world to seek the latest ideas, economic outlooks and research, which we then apply to the investment and financial planning advice we give to our clients. Some of the events we have recently attended include the Warren Buffett Annual General Meeting, the Genius of Warren Buffett conference in Nebraska, and the CFA Asset Management Conference’s around the world and specific events that we feel will add value to our clients advice which they would receive. For more information on our latest trips and research, have a look at our Youtube videos by clicking here.

We also pride ourselves on promptly passing this information on to our clients. We do this via our social media, writing blogs posts, broadcasting AJ Radio podcasts, as well as webcasts and other points of communication through out the year.

The firm under the FASEA obligations has the following CPD policy.  To view this policy please click here.