Financial Job Roles
In this Episode we breakdown and de-mystify the myriad of Financial Services roles so you can determine and decide who is the right person for you to work with.
We covered
- What are the differences, if any, between financial advisers, planners and coaches
- How restricted advice differs from independent
- Tsitsi shares her analogy for a wealth or investment manager
- And how these roles, regulated or otherwise, can fit together so you gain most
Your hosts were Catherine Thomas Humphreys and Julie Flynn
They were joined by Café experts Emily Pool & Tsitsi Mutiti
We’d love to hear your thoughts on today’s episode and any questions you have. You can send us a message or voice note to hello@womenandmoney.cafe Julie & Catherine read/listen to every message.
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Disclaimer: The information provided in the Women and Money Café Podcast and Website does not constitute financial advice and nor should it be taken as such. They are thoughts and discussions in around money and possible options available to you. Whilst all attempts are made to provide accurate information at the time of publishing you should seek your own clarification . Should you require advice for your specific set of circumstances contact a qualified, authorised financial adviser directly.
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