This week we sat down with Dale Scally. Dale has been a finance professional for 23 years and a business owner and director for 11 years. As a Financial Advisor, Dale specialised in wealth management, investment portfolio construction, and strategic financial planning. Dale recently transitioned out of financial advising and evolved his career into business coaching with the objective to assist the financial services sector to innovate, evolve and flourish such that it can further enhance the financial lives of the Australian and global population.
We sat down as two finance professionals, drawing upon our differing and unique experiences as well as the special report published by Stephan Independent Advisory - "Your Financial Legacy Roadmap." This is part 2 of a 2 episode discussion on financial planning, dimensions of wealth, collaboration and everything in between.
DISCLAIMER
Please note that the information contained in this episode is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
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Joe Stephan is a Financial Planner with Stephan Independent Advisory, based in Melbourne, Australia:
www.siadvisory.com.au
