#451 Laura Kelly

Ensombl Advice Australia

English - June 26, 2024 12:09 - 33 minutes - 37.4 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: Engine Room Podcast #38 - Sam Perera

Next Episode: AdviceTech Podcast #89 - Finura Group

Laura is a Financial Advisor at Securinvest Financial Group. She and James talk about her journey to financial advice, the importance of setting clear goals and working towards them, the challenges of maintaining a healthy work-life balance, retirement planning, and building trust with clients through honesty and transparency.

Laura Kelly LinkedIn: https://www.linkedin.com/in/laura-kelly-aa9a77147/
Securinvest Financial Group Website: https://sifs.com.au/

This episode is proudly sponsored by Challenger https://ensombl.com/go/20240627

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