ReferralMate


4.2 ( 5722 ratings )
社交 财务
开发 Referralmate Pty Ltd
自由

Cut through the endless email trail, stop wasting time on phone calls. Collaborate and connect with a social application for financial industry.

Brought to you by Financial Life Advisers, ReferralMate is a social application dedicated to the Financial Services Industry. It is a web and mobile based platform that provides a private, online portal for Finance businesses and their business partners (or referrers if you will).

Here you can connect, share and manage clients and related files, calendars and more. We are all about businesses being able to connect, share and grow to help drive their business forward.

This is not a digital only meeting place, this is a platform that you use with your partners (in the real world!) to successfully and happily work together.
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Mclean Investments (Australia) Pty Ltd as Trustee for the Mclean Family Trust trading as Finlife Advisers is a Corporate Authorised Representative of
MILLENNIUM3 FINANCIAL SERVICES PTY LTD ABN 61 094 529 987 AFS Licensee License No 244252 7/50 Borthwick Avenue, Murarrie QLD 4172
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