Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25111900-21450001
0.25 Tax (Financial) Advice
0.50 Technical Competence
Joel is an Associate Director at Ally Wealth Management. He and James discuss Ally Wealth’s tailored advice for Australian expats, the challenges and strategies of managing clients with international assets, and the company’s approach to global financial planning and compliance.
Joel Kerin LinkedIn: https://www.linkedin.com/in/joelkerin/
Ally Wealth Management Website: https://allywealth.com.au/
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