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Financial Planning Supplier Directory


E & W Strategic Partners

Resource ID : 31
02 9219 5878
Level 20, Tower A, The Zenith 821 Pacific Hwy Chatswood Australia
Sydney
NSW , 2067

Contact Us

http://www.ewspartners.com.au/

Category : Consulting

E&W Strategic Partners offers a professional range of Business Planning, Strategy and Improvement consulting and coaching services for financial planning businesses to suit a wide range of needs. Whether you require a full consulting engagement or just someone to coach and support you in running your business, we have the skills, knowledge and expertise to help you to boost your performance and achieve greater profitability and success for your business.

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Additional Information

Services

E&W Strategic Partners offers a professional range of Business Planning, Strategy and Improvement consulting and coaching services for financial planning businesses to suit a wide range of needs. Whether you require a full consulting engagement or just someone to coach and support you in running your business, we have the skills, knowledge and expertise to help you to boost your performance and achieve greater profitability and success for your business.

Please take a look at our range of consulting and coaching services to find the most appropriate one to suit your needs:

If you wish to find out more about any of our services or to discuss how we can help you with your particular needs, please Contact Us to speak with one of our consultants.

 

 

Training

E&W Strategic Partners offers a range of specialised training and development workshops for financial planners and practice owners to help boost the performance of staff and businesses. Specially designed to help you to achieve greater profitability and success for your business, our range of workshops are a valuable and effective investment for your business.

Our workshops run regularly throughout the year. Please take a look at our current program of workshops:

If you wish to find out more about any of our workshops or our training schedule, or to discuss your specific training requirements, please Contact Us to speak with one of our consultants.

Books

At E&W Strategic Partners we also offer educational business books and guides for the financial planning industry.

Our first publication – The Fee-For-Service Handbook – is now available for purchase through our website. You will also find on our site additional services to complement your copy of The Fee-For-Service Handbook to help you in getting the most benefit out of the many instructions, tips, and tools in the Handbook .

Please take a look at the other products and services we offer in our Books section:

If you have any questions or queries about any of our educational guides or complementary services, or to make any bulk or special orders, please Contact Us to speak with one of our consultants.

 

Our Team

Lap-Tin Tsun

Managing Director

ltsun@ewspartners.com.au

Lap-Tin is the Managing Director and Lead Consultant for E&W Strategic Partners . As a strategy and business transformation professional, Lap-Tin has been involved over the years in numerous strategic development and business transformation initiatives for the likes of Macquarie Bank, AMP, MBF, MLC, and more.

As part of E&W Strategic Partners , Lap-Tin brings the holistic and considered approach to E&W's methodologies that are highly valued by our clients, laying the foundation for the shared success of both our clients and E&W.

Ian McKneil

Senior Consultant

imckneil@ewspartners.com.au

Ian McKneil is a senior consultant with E&W Strategic Partners and comes from a background spanning over 30 years including accounting, corporate treasurer, as well as running his own financial planning practice over 14 years.

Ian is a CFP and accredited trainer who brings an extensive wealth of practical experience together with knowledge in working with financial planning clients to assist them achieve stellar and sustainable levels of success.

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