Company Profile

    Company overview

    Industry

    Financial Investment Services

    Company size

    11-50

    Primary location

    2nd Flr DV Patricio Bldg Tulip Drive Ecoland Subd Davao City
    Good Source Business Services, Inc. is incorporated in the Philippines and owned by Ashley Pattinson and Gray Goodwin. Our staff: process transactions; interact in a business sense; compute; and email daily with Australian businesses. Ashley and Gray regularly run 2-day workshops to give new staff a broad understanding of the Australian Financial Planning environment, its legal and regulatory framework and how individual Financial Planning Practise fits into the market.Great care has been taken making each of the staff aware of the licensing obligations, legal obligations and the duty of care owed to consumer clients by Financial Planning Practise in the Australian context, and how this extends to Privacy, Confidentiality and Proper Advice.Specialties:BPO, Back Office, Financial Services, Insurance, Investment, Superannuation, Australia, SoA / RoA, Transcription, Suitability Statement, COIN / XPlan / Fortnum, CRM, Xero Accounting, United Kingdom, ParaplanningWe aim at becoming one of the best back office processing company that offers intelligent and comprehensive administration services for the financial industry.

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    Recent reviews

    5.0
    VBO
    Feb 2019
    1 to 2 years in the role
    Great!
    The good thingsFriendly admin and workmates. Good boss
    The challengesNew to this field.
    Ratings for Good Source Business Services, Inc. are shared as-is from employees in line with our community guidelines
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