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Show Notes
Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26011822-35250001
0.50 Client Care & Practice
0.25 Technical Competence
0.25 Tax (Financial) Advice
In this episode, Rocksy is joined by Angus Taylor, Founder of Sheffield Financial Group and Senior Financial Planner. They discuss his unique journey into financial planning, the growth and operations of Sheffield Financial, client-focused solutions, team development, use of technology, and his vision for future expansion.
Angus Taylor LinkedIn: https://www.linkedin.com/in/angus-taylor-2882633a/
Sheffield Financial Group Website: https://www.sheffieldfinancial.com.au/
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