Episode 14: What is an Advisor?
February 1, 2021
Ever been confused about whether you needed an accountant, financial planner, bookkeeper or broker? This is the episode for you! Sarah and Trudi take a deep dive into exactly what each of these advisors do and when you might need to seek their advice. They take a look at the different qualifications and licencing requirements for each and how often they will work together with a client to achieve the right outcome.
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Just two industry experts (and guests) having a friendly chat and sharing our knowledge. We aim to raise your knowledge base and dis-spell any myths surrounding finance. tax and a range of other financial topics.
This is a safe space to ask questions and hear useful info on financial matters.
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DISCLAIMER- The information and material in this podcast, and supplementary and associated information available, is for general information only. It should not be taken as constituting professional advice from the podcast owners, and we recommend you seek independent suitable advice that is specific to your unique circumstances.