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- joyceLv 71 decade agoFavorite Answer
投資顧問-- it is responsible to help customer to solve their problem and to increase their invest knowledge, it is position to diverification for the service
財務策劃--it is only the financial plan, it is design to fit customer need such as education fund , retired fund and insurance fund etc.
- Edward LamLv 71 decade ago
- IndyLv 71 decade ago
- Anonymous1 decade ago
投資顧問: 做投資, 例如股票, 基金, 跟住比意見你
財務策劃: 幫客人set up D 計劃去令到佢地能夠得到想要既結果.