Today’s episode is my interview Sue Dahn, Australia’s number one financial adviser as voted by Barrons and The Australian.
This interview was recorded on June 10, about 2 weeks before the 2020 list is due to be published.
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Show Notes
Every year Barrons and the Australian publish their list of Australia’s top 50 Financial Advisers. Sue Dahn was crowned #1 in 2019. Sue has been a professional advisor at Pitcher Partners for over 21 years is the first woman to top the list since the rankings began.
In this interview we cover:
- the positive impact of the Royal Commission
- what clients can expect when they search out a planner
- the routine questions that stump many clients
- portfolio construction
- calculating your retirement number
- when it makes sense to start an SMSF
- financial and non-financial benefits of engaging a financial advisor
- investing for children
- strategies for investing during Coronavirus
Today’s Guest
Sue Dahn
Website
