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Running a full-range financial services business

jennifer richardson jennifer richardson
Robyn Tongol 5 minute read

As a qualified broker, financial planner and accountant, 123 Financial Group’s Jennifer Richardson is covering off the whole gamut of financial services. We find out how she does it.

For Jennifer Richardson, offering clients help with their finances is something she takes seriously. After qualifying as an accountant and setting up her accounting practice, she soon found that clients also wanted help with their wealth and loans too. But rather than refer clients out, she decided to become a qualified financial planner and mortgage broker herself.

In this episode of Elite Broker, host Annie Kane catches up with Jennifer to find out how she manages to operate as accountant, financial planner and broker to her clients all while running her Newcastle-based financial services business and starting a new financial literacy platform, too

Tune in to find out:

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  • How she structures her business and her week
  • How helping her mother feel comfortable with finances kickstarted the 'Got Money Honey' financial literacy program;
  • Her top tips for new brokers
    And much more!

 

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Running a full-range financial services business
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