Independent advice, global strategies, and military transitions

Saikal-Skea also breaks down how this focus on independence and being self-licensed, along with a specialisation in helping military personnel both while serving and as they transition, has led to another niche – providing global advisory services to clients in a range of foreign jurisdictions.

Listen as they discuss:

• The complexity of working with clients living overseas and the unique challenges different countries present.
• How specialising in specific client demographics or financial situations allows advisers to develop deep expertise and ensure clients receive the most appropriate and tailored advice.
• Why it’s vital to bridge the gap between providing quality financial advice and servicing everyday Australians.

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