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We are a financial planning firm located in Melbourne. We are using this podcast as a channel to showcase what we provide to clients and to enlighten listeners in what we could potentially do for them. Like more information contact the office 03 9111 2675
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Wednesday Jul 17, 2019
Wednesday Jul 17, 2019
This weeks episode goes into the collaboration between accountants, solicitors and financial planners. Jo Walters was a solicitor at a large law firm, building a reputable career within that organisation. Then decided to step away, to pursue her own firm and to service the clients how she felt best. Jo and Tony have been working together for 6 years because of their desire to ensure that their clients receive the best service.
To get more information on Jo Walters, please email her at jo@sterlingwalter.com.au or visit the website, http://www.sterlingwalters.com.au/
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