In this, our second episode, Tara Sutton, State Director at BT, speaks with Jess Harris, ClientAdviser, Wealth at MGD Wealth. Jess is passionate about Financial Advice and seeing the industry grow and thrive. Tara and Jess tackle the challenges faced by up and coming advisers and discuss the bright future of financial advice in Australia.

Disclaimer:

The podcasts are for adviser use only. They must not be made available to any person and any information in them must not be communicated to any person without the prior written consent of BT, part of the Westpac Banking Corporation. The views expressed in this webinar are those of the presenters alone unless otherwise quote, and do not reflect the views of policy of any company in the Westpac Group. The Westpac Group accepts no responsibility for the accuracy or completeness of, nor does it endorse any such opinions. To the maximum extent permitted by law, we intend by this notice to exclude liability for these opinions. The information in this podcast is provided solely as general information and it should not be considered a comprehensive statement on any matter or relied upon as such. The information provided is factual only and does not constitute financial product advice. Before acting on it, you should seek independent advice about its appropriateness to your or your clients objectives, financial situation and needs. Any projections in this webinar are predictive in character. Whilst we have used every effort to ensure that any assumptions on which any projections are based are reasonable, any projections may be affected by inaccurate assumptions or may not take into account known or unknown risks and uncertainties. The results actually achieved may differ materially from any projections herein. Past performance is not a reliable indicator of future performance. The podcast recordings are being shared with the prior written consent of our participants.

HerAdvice: Episode 2 – The future of advice is bright with guest Jess Harris

In this episode, Tara is joined by Kylie Wright from Ulton. Kylie is passionate about empowering her clients to reach their financial goals, especially women. Kylie speaks with us about how important it is for women to have strong financial literacy and outlines key strategies she uses with her clients to help women catch up their super balances following time out of the work force, asserting “It’s never too late."

HerAdvice: Episode 7 – It’s never too late

BT Academy podcasts provide you and your practice access to a snapshot of changes in the Australian and global economy,financial markets and technical knowledge.

The podcasts are for adviser use only. They must not be made available to any person and any information in them must not be communicated to any person without the prior written consent of BT, part of the Westpac Banking Corporation. The views expressed in this webinar are those of the presenters alone unless otherwise quote, and do not reflect the views of policy of any company in the Westpac Group. The Westpac Group accepts no responsibility for the accuracy or completeness of, nor does it endorse any such opinions. To the maximum extent permitted by law, we intend by this notice to exclude liability for these opinions. The information in this podcast is provided solely as general information and it should not be considered a comprehensive statement on any matter or relied upon as such. The information provided is factual only and does not constitute financial product advice. Before acting on it, you should seek independent advice about its appropriateness to your or your clients objectives, financial situation and needs. Any projections in this webinar are predictive in character. Whilst we have used every effort to ensure that any assumptions on which any projections are based are reasonable, any projections may be affected by inaccurate assumptions or may not take into account known or unknown risks and uncertainties. The results actually achieved may differ materially from any projections herein. Past performance is not a reliable indicator of future performance. The podcast recordings are being shared with the prior written consent of our participants.

HerAdvice: Episode 7 – It’s never too late

BT Academy

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