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What’s in a name: Who handles your finances?

What’s in a name: Who handles your finances?

Season 1 Episode 24 Published 2 years, 6 months ago
Description

For the uninitiated, the financial and accounting world can be quite a complicated beast. The job titles alone reflect the myriad of different roles and services on offer. 

Ricky Caldow and Mitch McKeown, both Associate Directors at the Bongiorno Group, discuss the different titles – including accountants, bookkeepers, mortgage brokers, financial advisors, and so on – and whether it’s possible they can work together. 

The Money Doctors is proudly brought to you by leading financial services organisation the Bongiorno Group – the preferred choice for medical and dental professionals. 

For more information, please call 03 9863 3111 or visit https://bongiorno.com.au/

This general advice has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product disclosure Statement before deciding to acquire the product.

See omnystudio.com/listener for privacy information.

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