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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
Episodes
Feb 26, 2021
Feb 26, 2021
23 min
In this week's episode, Jamie is joined by senior associate Sean to discuss the magic behind the scenes. They delve into the work that goes into a client's strategy, the research involved, and what Sean loves most about a client's journey.
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