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Show Notes
Jeffrey is a Senior Financial Advisor at Grimsey Wealth. He sits down with James to talk about specialising in medical professionals, the challenges of dealing with clients who are already self-directed, and the tech-stack they use.
Jeffrey Bonnici LinkedIn: https://www.linkedin.com/in/jeffrey-bonnici-5322203a/ Grimsey Wealth Website: https://www.grimsey.com.au/
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