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Mondy Financial Services, Springwood, Australia

Small firm based in the Blue Mountains of Sydney.

About the role

We need help with this software. I have had Advice OS for years and predict we use about 10% of its capability. Show me how to use it better!! Particularly CRM, FDS and task management. We have not used these at all. Probably prefer an initial face to face and then maybe a few sessions either phone/remote, whatever suits.

Skills and experience

Absolute expert on Advice OS.