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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
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
Episodes

Thursday Dec 17, 2020
89. The Year That Was
Thursday Dec 17, 2020
Thursday Dec 17, 2020
2020 was a wild time. With plenty of highs and plenty of lows, two acquisitions, a rebrand, a licensee change, an office move, a global pandemic, and to finish off the year with our official office opening. Jamie and Tony discuss all these in our final podcast for the year.

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