Client Fit, Expectations and Values

Glen sits down with financial advisers Dawn Thomas and Michelle Flanagan for a candid chat about careers, women in leadership, money habits + some quickfire investing questions.

👉🏾 Michelle's instrumental role in Glen's career

👉🏿 Michelle's path into financial advice and entering a male dominated industry

👉🏻 Dawn’s path into financial advice

👉 leadership styles

👉🏼 what do Glen, Michelle and Dawn do with their money?

👉🏽 what makes a successful investor?

👉🏾 invest inside or outside of super and why?

👉🏿 invest or pay down the mortgage?

👉🏻 what's your definition of success and have you achieved it?

👉 what’s one line that should be on your tombstone?

👉🏼 what's been your best investment to date?

👉🏽 Dawn and Michelle's parting tips about making sure your super is set up correctly & the value of advice

Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/store

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Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

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