#412 Jeffrey Bonnici

Ensombl Advice Australia

English - August 30, 2023 13:00 - 35 minutes - 35.4 MB
Investing Business financialadvice ifa investing financialadviser financialadvisor financialplanner financialplanning fromthetrenches money Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: 28 AUG 2023 - Monday Market Highlights

Next Episode: AdviceTech Podcast #50 - Feature: Automation v Client Experience

Jeffrey is a Senior Financial Advisor at Grimsey Wealth. He sits down with James to talk about specialising in medical professionals, the challenges of dealing with clients who are already self-directed, and the tech-stack they use.

Jeffrey Bonnici LinkedIn: https://www.linkedin.com/in/jeffrey-bonnici-5322203a/
Grimsey Wealth Website: https://www.grimsey.com.au/

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