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S02E34 | From infantry to accounting: what you need from a relationship with your financial advisor
Episode 60

S02E34 | From infantry to accounting: what you need from a relationship with your financial advisor

Veteran Business Community Podcast · Peter Liston, Co-Founder - VBC

October 5, 202551m 45s

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Show Notes


🎙 New Episode Drop! S02E34 |
From infantry to accounting: what you need from a relationship with your financial advisor 

What happens when an Infantry soldier trades the battlefield for the balance sheet?

In this episode, Jesse Gray shares his journey from serving with 8/9 RAR in Timor and Afghanistan to building his own accounting firm. After being medically discharged, Jesse turned to study and eventually launched his own practice, where he’s built a reputation for detail, trust, and going beyond the “copy-and-paste” approach too common in accounting.

We dive into:

  • Jesse’s path from Army life to entrepreneurship
  • How veterans’ tax and pension issues have evolved over the last decade
  • Why thoroughness can save clients thousands (and why shortcuts cost them)
  • What makes a financial advisor truly worth having in your corner

Whether you’re a veteran, a business owner, or just someone who wants a better relationship with your financial advisor, Jesse’s story will shift the way you think about money and trust.


👉 Learn more about Jesse: https://www.bbstax.com.au/
 🌐 Join the VBC Community: veteranbc.com/join-our-community

#VBC #MilitaryMindset4Business #MM4B #VeteranBusinessCommunity #VeteranOwnedBusiness #VeteranEntrepreneur #FromInfantryToAccounting #FinancialAdvice #VeteranBusiness #TaxMatters #AccountingDoneRight #MilitaryToBusiness #VeteranStories


Topics

BusinessentrepreneurentrepreneurshipleadershipmanagementstrategygrowthsuccessSMEmilitaryoutsourcingtechnology