Case Study: Dunsford Financial Planning – Digital archiving to save space,

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8/7/2021 Case Study: Dunsford Financial Planning - Digital archiving to save space, meet compliance and increase profit. - Info Organiser https://www.info-organiser.com.au/digital-archiving-to-save-space-meet-compliance-and-increase-profit/ 1/5 Case Study: Dunsford Financial Planning – Digital archiving to save space, meet compliance and increase profit. Case Study Snapshot Anthony Donnellan, Managing Partner and Senior Financial Planner, Dunsford Financial Planning. Dunsford Financial Planning is the largest financial planning practice on Victoria’s Mornington Peninsula, with clients Australia wide. Dunsford has been using Info-Organiser since 2004. (https://www.info- organiser.com.au/)8/7/2021 Case Study: Dunsford Financial Planning - Digital archiving to save space, meet compliance an

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Case Study: Dunsford Financial Planning – Digital archiving to save space,

Case Study: Dunsford Financial Planning – Digital archiving to save space,

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