3 episodes
Fin Wise Leadership Australia Julie Matheson, Gobal Certified Financial Planner from Australia
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- Business
"Unlock the wisdom of Australia's financial landscape with FinWise Leadership Australia. Explore insightful conversations as we sit down with the distinguished elder statesmen and women of financial planning in Australia. Gain exclusive access to their unparalleled expertise, decades of experience, and timeless insights that have shaped the country's financial fabric. Our guests share their stories of success, failures and learnings as well as invaluable advice and timeless lessons. Join us on a journey through their stories, expertise, and the evolution of financial planning.
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Pricing a Statement of Advice
Are you wondering why the cost of advice in Australia is so expensive and out of reach for the average Australian family?
Financial advice can save you thousands of dollars in wealth creation and help you meet your goals and objectives much earlier.
In this episode we unpack the humble Statement of Advice, a legal report which comes with million dollar penalties and loss of adviser registration if it's not delivered on time, every time, when an adviser gives just one piece of advice to the average Australian family.
This episode is also available as a blog post: http://juliematheson.biz/2021/06/05/pricing-a-statement-of-advice/ -
Financial Planning as a career in Australia
Job vacancy rates are high, salaries are high and your clients will love you! It's time for a career change to Financial Planning.
This episode is also available as a blog post: http://juliematheson.biz/2021/03/20/podcast-financial-planning-australia/ -
Submission to Treasury – Breach Reporting Regulations
This episode is also available as a blog post: http://juliematheson.biz/2021/03/20/submission-breach-reporting-regulations/